We are a fast-paced financial services firm located in the heart of New York City’s financial district. Our team specializes in providing innovative trading solutions and market insights to a diverse range of clients. We are looking for a motivated and detail-oriented Desk Assistant to support our Sales and Trading team and our clients.
The Sales and Trading Desk Assistant will join a growing SEC-registered securities and broker/dealer servicing the retail sales and trading desk. The role will be responsible for working closely with each member of the sales desk while managing a variety of account maintenance tasks, including setting up accounts, customer service support, monitoring accounts, as well as other various tasks.
Responsibilities
- Support the Sales and Trading team with day-to-day activities, including data entry, tracking trades, and managing client interactions.
- Assist with account set up, trade confirmations, reporting, and reconciliation.
- Maintain up-to-date records and documents for client accounts and trading activities.
- Monitor and compile basic market data, news, and insights for the team.
- Help prepare and distribute daily summaries, reports, and updates to the team and clients.
- Provide general administrative support, including scheduling meetings, managing documents, and handling basic inquiries.
Requirements
- Experience with Wealth Management and Fixed income side of the business is essential.
- A degree in finance, economics, business, or a related field.
- Strong interest in financial markets, sales and trading.
- Proven customer service skills and instincts are needed.
- Proficiency in Microsoft Excel, PowerPoint, Pershing and financial databases is essential.
- Excellent attention to detail, process, organizational and time-management skills.
- Ability to work in a fast pasted environment and adapt quickly to changing priorities.
- Strong verbal, writing, and overall communications skills.
- SIE, Series 7, Series 63 are required for this role.
- Minimum of (3) three years of experience is required.
Ramirez is committed to providing a workplace free of discrimination, harassment, and retaliation. Ramirez is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, military status, disability, age, sexual orientation, gender identity or on any individual's status in any group or class protected by applicable federal, state, or local laws, and any other characteristic protected by law.
