Trader (Retail Municipal Bonds) is responsible for the timely buying and selling of retail municipal bonds. Executes orders and reviews documentation to ensure accuracy, proper record keeping, and compliance to regulations. Being a Trader (Retail Municipal Bonds) evaluates market volatility and ensures clients receive the best rate available. Establishes connections with other dealers to ensure inventory of bonds is maximized. Additionally, Trader (Retail Municipal Bonds) requires a bachelor's degree. Typically reports to a manager. May require state licensure. The Trader (Retail Municipal Bonds) contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be a Trader (Retail Municipal Bonds) typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
What we are looking for -
As a member of the Client Service Operations Team, the Investments Trader is accountable for executing trades, communicating directly with custodians for any information needed, processing trades, processing manual trade requests, generating quarterly trading statistic reports, and managing Advisor or Portfolio Administrator requests. The Investments Trader has a significant amount of direct Advisor and Portfolio Administrator contact. The Trader is always expected to be working to ensure a positive, collaborative team environment
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ASPIRIANT IS A leading independent wealth management firm.
We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.
To Apply
Applicants should go to www.aspiriant.com, select the ‘Careers’ link in the footer search for open positions in Cincinnati. From there attach a cover letter and resume for consideration.
Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
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