Senior Trading Operations Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 26, 2025
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Job Description:
A company is looking for a Senior Specialist Trading
Operations.
Key Responsibilities
Initiate and monitor mutual fund trading processes, ensuring
successful execution of scheduled trades
Research and resolve unresolved or rejected mutual fund trades,
coordinating with fund houses and internal sources
Prepare daily reports, reconcile fund eliminations, and validate
plan-level employer stock trades in the administrative system
Required Qualifications
Bachelor's degree in accounting, finance, or a related field, or
equivalent experience
FINRA Series 6 required within established guidelines
Intermediate to advanced proficiency in Excel
1 - 2 years of experience in mutual fund operations preferred
FINRA fingerprinting upon hire
Keywords: VirtualVocations, Lake Forest , Senior Trading Operations Specialist, Accounting, Auditing , Vista, California
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