What does a Trading Assistant do?
Trading assistants perform a range of support tasks to assist a financial trader. This is a common way to receive training that can help the assistant become a certified trainer in the future. They prepare and process a variety of documents, perform data entry and analysis, and conduct basic accounting tasks. They also handle some client management duties including routine communications and status updates. They are responsible for maintaining compliance with all internal policies and applicable regulations and standards. They may also help generate new business by initiating contact with leads and potential clients.
Trading assistants have a high school diploma, although a bachelor’s degree is preferred by many employers. A background in financial services is helpful. They should have good customer service skills and have hands-on experience with data management tools and office software programs like Excel.
How much does a Trading Assistant make near United States?
Trading Assistant Career Path
Learn how to become a Trading Assistant, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Years of Experience Distribution
Trading Assistant Insights
“They do polygraphs to see if employee's are honest and reliable and I passed both”
“OT pay was nice but would have been better if I didn't have to do it every shift.”
“The people I worked with were all great and I got along with them well.”
“i liked working at tesco because the pay was good and it was easy to get to work.”
“they have supported me in my professional and personal development and enabled me to progress my career.”
“Luckily the people I worked with are quite nice but this job is not for everyone.”
“The pay was very good for the responsibilities I had while working at the store.”
“Learning platform Thrive very good lots of resources for people who want to learn something new or progress.”
Trading Assistant Interviews
Frequently asked questions about the roles and responsibilities of a Trading Assistant
- Equity Trader
- Investment Analyst
- Portfolio Manager