Lincoln Financial Group Jobs – Trading Services Representative

Job Description:

The Securities Trader position is located within the LFN Investment Services business unit ; a highly visible, fast paced call center team responsible for providing trade execution, involving equities, fixed income, options and mutual fund transactions for financial advisors and end clients. Position supports oversight in margin activity, corporate actions, execution quality review, and trade reporting.

Job Responsibilities:

• Investigates, researches, and corrects issues related to trading and account activity
• Helps ensure both firm and representative compliance by observing and abiding by securities regulations
• Maintains a broad knowledge base of the securities industry including: regulatory and market events, investment products, operational processes, operational methodologies and technology
• Develops a strong understanding of customer service and provides assistance to both registered representatives, investment advisors and retail clients related to LFN
• policies, products, and trading procedures
• Executes agency and principal trades in stocks, bonds, mutual funds, UITs, and options
• Reviews trades to ensure trade execution quality
• Available at all times during business hours to answer calls directed to the Trade call center
• Follows risk management procedures and has the ability to quickly assess and take action to minimize customer and firm risk

Job Requirements:

• Demonstrated solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers).
• Ability to work with others in a team environment.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Ability to perform under stress in cases of emergency, critical or hazardous situations.
• Demonstrates ability to work in a fast-paced environment.
• Demonstrates strong interpersonal skills with a collaborative style.

Job Details:

Company: Lincoln Financial Group

Vacancy Type: Full Time

Job Location: Philadelphia, PA, US

Application Deadline: N/A

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