About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, financial services / wealth management.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

• Assist with building, executing, and allocating trades across client accounts and custodial platforms (equities, mutual funds, and other approved instruments).
• Monitor daily trading workflows, queues, and task lists to ensure timely, accurate completion of trading activity.
• Research and help resolve trade, position, and cash breaks in coordination with Trading, Operations, Advisors, custodians, and executing brokers.
• Maintain client accounts within rebalancing software: account setup, target updates, and running rebalancing tools.
• Support portfolio maintenance activities, including rebalancing, cash reviews, tax-loss harvesting, and identifying portfolios requiring review.
• Support cash management: review cash balances, contributions, distributions, pending cash needs, and coordinate follow-up with advisory and operations teams.
• Use trading and CRM platforms (examples: RedBlack, Salesforce) to support daily trading and portfolio tasks.
• Adhere to trading procedures, compliance requirements, and established operating best practices.
• Complete ad hoc assignments accurately and on time and provide updates to stakeholders.
• Help develop and maintain trading team automation using Python, VBA, and/or Power Automate.

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Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, or related discipline preferred.
• 0–3 years experience in financial services, investment operations, trading support, or related roles — entry-level candidates with strong coursework or internships are welcome.
• Interest in trading, portfolio operations, financial markets, and investment management.
• Strong proficiency in Microsoft Excel and accuracy working with financial data.
• Working knowledge of Python; experience with VBA or Power Automate is a plus.
• Experience with trading, portfolio accounting, CRM, or custodial platforms is helpful but not required.
• Familiarity with equity, mutual fund, or fixed income trading and custodial platforms (e.g., Fidelity Institutional, Charles Schwab Institutional) is a plus.
• Strong attention to detail and commitment to accuracy.
• Strong organizational skills; ability to prioritize, meet recurring deadlines, and escalate issues appropriately.
• Clear written and verbal communication skills and a positive, team-oriented attitude.

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Compensation & Benefits

• Annual base salary range (expected): $60,000–$80,000 USD.
• Actual base pay may vary based on experience, subject matter expertise, work location, and individual qualifications.
• Total compensation may include an annual cash bonus and a comprehensive benefits package (medical, dental, vision, life insurance, 401(k), etc.).
• This is an exempt role; job title and compensation components may be adjusted based on the selected candidate’s experience and education.

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Location & Employment Type

• Location: Boston, MA (on-site / local).
• Employment type: Full-time (Contract).
• This role will follow established compliance and trading procedures and may require background checks or other pre-employment screenings as permitted by law.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.