Trading Associate

Trading Associate

Reports to: Director of Trading

Status: Exempt

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