Trading Desk Assistant

Location: Boca Raton, FL
Field: Additional Employment Opportunities
Job Type: Full-Time

Apply to this job before: Tuesday, October 31, 2017

David Lerner Associates, Inc., a leading investment firm for over 40 years, is recruiting for a full-time Trading Desk Assistant (registered or unregistered) for our Boca Raton, FL branch office.  If you enjoy working in the financial services industry, have a strong desire to be part of a successful organization, and enjoy working in a support role then this position may be for you.


The responsibilities of this position are but not limited to:

  • Answer phones, take detailed messages, answer questions and handle trade and clearing problems
  • Act as a liaison between trading and back office
  • Liaison between fund custodian/transfer agent and portfolio managers with trade information; maintaining internal records and preparing reports; balance cash positions, assist and handle problems and discrepancies
  • Create and balance commission/trading blotters on a daily basis


Required skills:

  • Must have excellent attention to detail, analytical skills and enjoy working with numbers
  • Intermediate knowledge of MS Excel and MS Word
  • Knowledge of or willingness to learn all aspects of fixed income market/sales
  • Bachelor’s degree in finance, accounting or business a plus



Full benefits package (medical, HSA, FSA, dental, vision, company paid life insurance, 401K…etc.) and generous vacation/PTO time.


Schedule: Monday – Friday 8:30am – 5pm


Salary: Commensurate with experience


David Lerner Associates, Inc. is an equal opportunity employer.