Junior Broker

We are looking for a motivated and ambitious Junior Broker to join our dynamic brokerage team. As a Junior Broker, you will support senior brokers in managing client accounts, executing trades, and building strong client relationships. This is an excellent opportunity for someone looking to start or advance their career in the financial services industry, with ample room for growth and professional development.

Key Responsibilities:

• Client Support and Relationship Management:

  • Assist senior brokers in managing and maintaining client relationships.
  • Respond to client inquiries, providing timely and accurate information regarding their accounts and transactions.
  • Support the onboarding process for new clients, including collecting required documentation and ensuring compliance with industry regulations.

• Trade Execution:

  • Execute trades on behalf of clients under the supervision of senior brokers, ensuring accuracy and adherence to client instructions.
  • Monitor market conditions and update senior brokers on relevant news and trends that could impact client portfolios.
  • Assist in the preparation and execution of trading strategies, including conducting basic research and analysis.

• Account Management:

  • Help manage client portfolios, ensuring that all client information is up to date and accurate.
  • Prepare and distribute account statements, transaction reports, and other relevant documentation to clients.
  • Track and report on client account performance, identifying opportunities for portfolio adjustments.

Qualifications:

• Experience:
  • 1 years of experience in a financial services role, preferably within a brokerage or trading environment.
  • Experience in client-facing roles is a plus.
• Skills:
  • Strong understanding of financial markets and investment products.
  • Excellent communication and interpersonal skills.
  • High level of attention to detail and accuracy.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with trading platforms and CRM systems is advantageous.
  • Ability to work in a fast-paced environment and manage multiple tasks simultaneously.

Key Competencies:

• Eagerness to learn and develop within the financial industry.
• Strong analytical and problem-solving abilities.
• Client-focused approach with a commitment to delivering high-quality service.
• Ethical and professional conduct in all interactions.
• Ability to work collaboratively as part of a team while also being self-motivated.

Benefits:

• Competitive salary with opportunities for performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with employer match.
• Professional development and certification reimbursement.
• Generous paid time off and holidays.