Portfolio Trade Operations Specialist

A financial planning firm in Knoxville, Tennessee is seeking a Trade Operations Associate to manage client portfolios, ensuring compliance with trading policies while coordinating with advisors. The ideal candidate will have strong Microsoft Office skills, a passion for client service, and a Series 65 license, or will pursue it within the first 90 days of employment. This full-time position requires detail-oriented individuals who can multitask effectively. Office hours are Monday to Friday, with potential overtime based on workload. #J-18808-Ljbffr