Trading Associate Job at Apollon Wealth Management, LLC, Charleston, SC

SGVXMWRFcXBuTkFMNXB2Zk43OGhRSTI2RlE9PQ==
  • Apollon Wealth Management, LLC
  • Charleston, SC

Job Description

Trading Associate

Reports to: Director of Trading

Status : Exempt

Apollon Wealth Management is seeking a dedicated and detail-oriented Trading Associate to join our team. The ideal candidate will have a strong background in trading, model building, and exceptional proficiency with Orion/Eclipse.

Responsibilities:

  • Execute trades using Eclipse and ASTRO
  • Develop and maintain investment models within Eclipse and ASTRO
  • Collaborate with advisors to create custom investment models tailored to client needs
  • Analyze and address tax implications associated with trades
  • Prepare and maintain monthly trade reports from various custodians
  • Ensure accuracy and compliance with regulatory requirements
  • Generate custom reports in Orion
  • Provide exceptional customer service to advisors and clients using Orion
  • Address inquiries, resolve issues, and offer guidance on investment-related matters

Minimum Education:

  • Bachelor’s Degree in Finance Preferred
  • Required Series 65 or 66

Skills and Experience:

  • Experience in Orion Advisor Services
  • 1-3 years of experience in ASTRO and Eclipse
  • 1-3 years of experience in trading in Orion / Eclipse
  • Knowledge of different custodian platforms
  • Reconciling and correcting accounts
  • Gathering and compiling information
  • Read, interpret, analyze and apply transaction information
  • Intermediate level in Excel
  • Experience in Orion Advisor Services preferred

Job Tags

Similar Jobs

Gray Tier Technologies

Elastic Engineer Job at Gray Tier Technologies

 ...Gray Tier Technologies isseeking a talented and motivated Mid-Level Elastic Engineer to join our team. The ideal candidate will have experience working with Elastic Stack (Elasticsearch, Logstash, Kibana, and Beats) to develop, manage, and support scalable search and... 

Nexus Power

Electrical Quotations and Inside Sales Job at Nexus Power

 ...Nexus Power is the leading independent sales representative for ABB (and others), covering Utah, Idaho, Montana, Oregon, Southern Nevada, Wyoming, Washington, Alaska, and Hawaii. This position is responsible for fulfilling customer needs concerning technical review of... 

Made By The Water

Area Sales Manager Job at Made By The Water

 ...Made By The Water is looking for a HIGHLY motivated Area Sales Manager in the Charleston, South Carolina market for our Palmetto brand of craft beer. Our sales managers are flexible, versatile, and resilient, and continuously strive to build long-term relationships... 

CenterWell

Inbound Contacts Representative Job at CenterWell

 ...our caring community and help us put health first**The Inbound Contacts Representative 1 represents the company by addressing incoming...  ...break late), early leave, or call offs.Travel: While this is a remote position, occasional travel to Humana's offices for training or... 

Bracane Company, Inc.

Utilization Review Nurse(Austin/Richardson TX) (Remote) Job at Bracane Company, Inc.

 ...responsible for performing initial, concurrent review activities; discharge care coordination...  .... Provides information regarding utilization management requirements and operational...  ...(Required): ~ Registered Nurse (RN) with a valid, current, unrestricted...