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

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  • 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

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