Trade Services Support Specialist jobs in United States
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Insight Global · 1 week ago

Trade Services Support Specialist

Insight Global is seeking a Trade Services Support Specialist to join their team. This role involves supporting the custody re-platform project and includes responsibilities such as processing trade instructions, updating accounts, and ensuring the accuracy of trade reports.

EmploymentHuman ResourcesRecruitingSales
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H1B Sponsor Likelynote
Hiring Manager
Carl Cano
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Responsibilities

Supporting the custody re-platform project
Working within a shared inbox to complete daily assignments involving order entries and post execution of trades
Receiving trade instructions for processing, posting, and updating accounts for investment advisors
Researching and cross-checking for discrepancies within account types to help confirm that trade reports are accurate and updated

Qualification

ExcelTrade processingAccount managementResearch skillsOrganizational skillsFast-paced environment

Required

Highly organized to hit various deadlines
Well versed in Excel
Comfortable working in a fast-paced environment

Company

Insight Global

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Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.

H1B Sponsorship

Insight Global has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (281)
2024 (164)
2023 (75)
2022 (17)
2021 (3)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
2010-07-01Acquired

Leadership Team

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Jared Streppa
President Of Company’s Technology Division
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Company data provided by crunchbase