Trader (Institutional Municipal Bonds) jobs in Huntington, WV

JOB RESPONSIBILITIES

• Assists with written correspondence for clients, professionals, vendors, and centers of influence.
• Assists clerically with investment, tax, accounting, and reporting functions
• Greets clients/visitors and receives or directs telephone communications
• Accesses and retrieves account information
• Prepares forms required to administer accounts, including inputting data
• Establishes new accounts and closes terminating accounts
• Coordinates and monitors receipt and distribution of securities and cash
• Coordinates and monitors accuracy and timeliness of contribution and distribution processing
• Gathers, receives and updates plan data
• Researches and assists in the completion and documentation of annual account reviews
• Vigorously pursues all available training opportunities, both internal and external, in anticipation of advancement to higher levels
• Ensures all actions performed are in compliance with government regulations and organizational policies and procedures
• Performs special projects as requested

SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE

• Undergraduate college degree or equivalent work experience
• Great attention to detail and oral/written communication skills
• Proficiency with a calculator and PC, including Word and Excel
• Great interpersonal skills with ability to work under pressure.

WORKING CONDITIONS

• Normal office conditions

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.