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.

Work/Life Balance
3.5 ★
Salary Range--
Career Opportunity
3.1 ★
Avg. Experience8+ years

Trading Assistant Salaries

Glassdoor Estimated Salary

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.

Trading Assistant

Years of Experience Distribution

0 - 1
2 - 4
5 - 7
Not including years spent in education and/or training

Trading Assistant Insights

Read what Trading Assistant professionals have to say about their job experiences and view top companies for this career.
Quality FoodQuality Food
Coffee Shop Assistant
27 Mar 2021

“OT pay was nice but would have been better if I didn't have to do it every shift.”

Signs By TomorrowSigns By Tomorrow
Shop Assistant
10 Mar 2021

“No opportunity for growth and I wasn't doing what they said I was brought for.”

Marks & SpencerMarks & Spencer
Shop Assistant
2 May 2021

“they have supported me in my professional and personal development and enabled me to progress my career.”

Shop Assistant
29 Jul 2021

“i liked working at tesco because the pay was good and it was easy to get to work.”

Trading Assistant
17 Sept 2022

“great enviroment and enjoyed everyday with the people I worked with”

G & S Engineering ServicesG & S Engineering Services
Electrical Trade Assistant
10 Apr 2022

“High hour rate and work crew was pretty good”

Trillium TradingTrillium Trading
Trading Intern
30 Jul 2020

“Everyone I spoke to was super helpful and informative.”

Shop Assistant
1 Aug 2022

“Pay is very good and not based on age.”

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Trading Assistant Interviews

Frequently asked questions about the role and responsibilities of a Trading Assistant

The most similar professions to Trading Assistant are:
  • Trader
  • Equity Trader
  • Investment Analyst
  • Portfolio Manager

Related Careers

No skills overlap
Equity Trader
No skills overlap
Investment Analyst
No skills overlap
Portfolio Manager
No skills overlap

Trading Assistant jobs