Posted 02/06/2026
Job Number: 15477

Hybrid Trading Associate

Seattle, WA Hybrid

Industry:  Financial Services

Job Category: Administrative

Job Type:  Direct Hire

Salary:  $95,000 - $105,000 / Annually

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Job Description

Position Title: Trading Associate

This is a Hybrid role! The Trading Associate plays a crucial role in supporting the operational functions of a wealth management firm. This position requires a detail-oriented individual who can manage a variety of administrative tasks effectively while collaborating closely with a team of advisors. The firm values a strong work ethic and self-starting attitude, particularly given the challenges associated with training and onboarding. Candidates who thrive in a dynamic environment and are eager to contribute to a family-like culture will find this role rewarding. A commitment to excellence and a polished presentation are essential for success in this position.

Salary Range: $95,000 – $105,000 / Year DOE

Trading Associate Responsibilities:

  • Manage administrative tasks related to portfolio management
  • Download and analyze data for trading processes
  • Review trade confirmations and cash balances
  • Document trading procedures for accuracy
  • Open and execute accounts as required
  • Track private investments and market levels
  • Communicate effectively with team members
  • Utilize Schwab and Tamarac for trade recommendations
  • Maintain database management and ensure timely responses
  • Present a professional demeanor while interacting in a shared office space

Trading Associate Requirements:

  • A BA Degree is required
  • 5+ years of experience in a wealth management operations role at an RIA
  • Proficiency with portfolio management software, excluding Tamarac
  • Experience with Schwab is preferred
  • Tamarac is preferred

Benefits:

  • 401k with 3% safe harbor and additional profit sharing after one year
  • 5% of compensation contributed towards HSA until maxed out
  • 100% medical coverage for employee only
  • 15 days of PTO, accrued in the first year and frontloaded thereafter

If you are a Trading Associate looking to take the next step in your career, apply now!

Job ID: a0CUm00003kVSqXMAW

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