Trading Desk Executive UpperCrust Wealth Pvt.Ltd.

0.0 - 12.0 years

0 Lacs

vadodara, gujarat

On-site

As a Trading Desk Executive at Upper Crust FinServ, you will play a crucial role in supporting our trading operations with enthusiasm and attention to detail. Your responsibilities will include executing daily operational tasks, managing data entries, coordinating internal meetings, and maintaining back-office documentation. This position is well-suited for individuals who are either new to the finance industry or have up to 2 years of professional experience and a keen interest in finance and wealth management. In your role, you will assist in the execution of daily operational tasks for the trading desk and support trading operations by managing data entries, record keeping, and transaction verification. You will also be responsible for coordinating internal meetings, ensuring timely scheduling, and accurate documentation. Additionally, you will maintain accurate records of transactions, trades, and client documentation, support compliance procedures by preparing necessary reports and documentation, and perform data management and reconciliation tasks as required. You will be required to enter, manage, and analyze trading-related data accurately, ensuring data integrity and timely updates across systems. Furthermore, you will prepare routine reports and summaries for management review and occasionally attend client or vendor meetings to support senior executives. Your role will also involve assisting in preparing meeting materials, documentation, and follow-up communication, as well as handling miscellaneous administrative tasks and providing basic office support when necessary. To excel in this role, you should hold a Bachelor's degree, preferably in Commerce, Finance, Business Administration, or related fields, and have a minimum of 2 years of experience. Freshers with a strong interest in finance and trading are also encouraged to apply. Key skills required for this position include understanding financial documents, communicating clearly with colleagues and clients, managing tasks independently, staying attentive during repetitive tasks, and effectively prioritizing daily operational duties. Moreover, you should be adept at using MS Excel, Word, and basic financial software, preparing and maintaining digital records accurately, and writing professional emails. Your ability to collaborate smoothly with team members, express ideas and concerns clearly and politely, and maintain systematic organization of documents and workspace will be essential for success in this role. Additionally, familiarity with compliance procedures, data management, and financial operations will be beneficial in fulfilling the responsibilities of a Trading Desk Executive at Upper Crust FinServ.,

Posted 4 days ago

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