Trading Support Associate III - Rebalance Support (Securities Trading)

Location: Hybrid; work 3 days per week at the corporate office in Memphis, Tennessee, United States. Travel is less than 25%.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative long-term approach.

What you will do

• Provide technical support to internal clients using various trading systems and respond to client inquiries or complaints by phone and correspondence.
• Investigate trading problems, determine corrective actions, support price adjustments and trade corrections, and resolve comparison issues.
• Assist with portfolio allocation and coordinate large block orders between advisors and appropriate trading desks.
• Ensure trades are executed and confirmed according to organizational policies and procedures.
• Reconcile the open order file and maintain accurate trade data and information in required databases.
• Resolve issues with internal and external customers while providing high-quality service in a high-volume call environment.

Requirements

• 0 to 3 months of general experience.
• Completed high school education is required; completed bachelor's-level education in accounting is listed.
• Knowledge of securities trading concepts, practices, and procedures, as well as basic investment concepts used in the securities industry.
• Knowledge of accounting principles and procedures, with the ability to apply mathematical procedures to verify and reconcile trading transactions.
• Ability to reconcile and correct transactions, read and analyze transaction information, and solve problems.
• Ability to handle a high-volume phone system and communicate effectively with internal and external customers orally and in writing.
• Ability to work independently and collaboratively, manage multiple tasks under pressure, meet deadlines, and adapt to interruptions and changing priorities.
• Ability to handle stressful situations calmly and professionally, lead others in providing a high level of customer service, and maintain effective working relationships.
• Ability to interpret and apply policies and recommend changes when appropriate; proficiency with standard office equipment and required software applications for documents, spreadsheets, and business correspondence.

Culture & Benefits

• Hybrid work model with regular office attendance in Memphis.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving, with an emphasis on professional growth, accountability, client focus, and continuous improvement.
• Equal opportunity workplace that values diverse backgrounds and experiences.