Trading Operations Specialist
Bartlett Wealth ManagementHighlight
Summary
About the Role
About You
- Bachelor’s degree in Finance, Business, or a related field.
- Strong numerical and critical-thinking skills with the ability to solve problems using analytical and mathematical reasoning.
- High proficiency with technology solutions, including Microsoft Office applications, notably Excel.
- Working knowledge of investments, including stocks, bonds, mutual funds, ETFs, and options.
- Strong problem-solving and analytical skills, attention to detail, and understanding of responsibilities involved in working with client assets.
- Ability to work independently and collaboratively, demonstrating initiative.
Benefits
- A Top Workplace winning culture built on teamwork, integrity, and diligence.
- Engaging work environment.
- Opportunity for professional growth and development.
- Competitive salary and eligibility for annual firm profitability/individual performance incentive.
- Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance.
- 401(k) plan with match and profit-sharing contribution.
- Generous paid time off.
- Paid parental and medical leave.
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning