Overview
We’re seeking a detail-oriented administrative professional to support our day-to-day business operations. This role is essential to keeping our internal processes running smoothly and efficiently, especially in portfolio trading operations and in-house records maintenance.

Responsibilities
•            Enter equity trades through broker’s online system
•            Enter, maintain, and reconcile trades in the in-house portfolio management system
•            Run daily reports for the business owner
•            Reconcile monthly brokerage statements
•            Interact with brokerage representatives and clients via phone and email
•            Coordinate and manage project tasks and timelines
•            Maintain office systems and business licenses
•            Provide administrative support
•            Prepare reports, documentation, and communications
•            Perform miscellaneous office duties including answering phones, handling mail, filing, and general support

Qualifications
•            Minimum 2 years of experience in finance or brokerage operations or related industry
•            Strong proficiency in Microsoft 365 Suite (Word, Excel, Outlook, etc.)
•            Excellent communication and interpersonal skills
•            Ability to manage multiple priorities and adapt to changing environments