Trading Support Associate III - Rebalance Support (Finance)

Location: Hybrid; work 2–3 days per week at a corporate office in Saint Petersburg, Florida, or Memphis, Tennessee

Company

hirify.global is a financial services firm focused on client-first investment and wealth management services.

What you will do

• Provide technical support for internal users of multiple trading systems.
• Investigate trade problems, comparison issues, and errors affecting client accounts.
• Support price adjustments, trade corrections, portfolio allocation, and open-order reconciliation.
• Coordinate large block orders with the appropriate trading desks.
• Ensure trades are executed and confirmed according to organizational policies and procedures.
• Communicate with internal and external customers to resolve trading issues and provide customer service in a high-volume call environment.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• Knowledge of securities trading and basic investment concepts.
• Understanding of accounting principles, transaction reconciliation, and mathematical procedures used to verify trading transactions.
• Ability to analyze transaction information, solve problems, interpret policies, and recommend appropriate corrective actions.
• Ability to manage multiple priorities under pressure and communicate effectively in writing and verbally.
• Ability to work in the hybrid schedule at the Saint Petersburg or Memphis office.

Culture & Benefits

• Benefits may include medical, dental, and vision coverage; life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Less than 25% travel is expected.
• Work is guided by developing, collaborating, deciding, delivering, and improving.
• Emphasis on integrity, independence, accountability, professional growth, and client-focused decisions.