Job description
Your Opportunity
This position may be required to service TDA accounts until the broker dealer integration is complete.
The Institutional Fixed Income Sr. Representative focuses attention on multiple tasks throughout each day in support of the team and the advisors we cover. You will learn how to manage our order book, meet prospectus delivery requirements for new issue trades, assist with block trade allocations, and how to research and process trade corrections. As time permits additional activities will include: Support the inbound phone queue (as backup) when needed, assist in trade execution, create portfolio reports, and update advisor product interest and contact information in our Client Relationship Management system.
What you are good at
Multi-tasking skills- Demonstrating strict attention to detail
- Strong interpersonal communication skills
- Operate as a member of a team with a willingness to contribute and assist others
- Being a self-starter
- Ability to apply concepts and use critical thinking
What you have
Proficient with Excel, PowerPoint, Word, and strong technical ability- Positive attitude and professionalism
- Knowledge of TD Ameritrade systems is preferred
- Series 7 & 63 required
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