Apollon Wealth Management

Trading Associate

Mt. Pleasant, SC
Full Time
Mid Level
Trading Associate

Reports to: Director of Trading and Reporting
Status: Exempt
Remote or Hybrid 

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
Share

Apply for this position

Required*
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Human Check*