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.
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
“OT pay was nice but would have been better if I didn't have to do it every shift.”
“No opportunity for growth and I wasn't doing what they said I was brought for.”
“they have supported me in my professional and personal development and enabled me to progress my career.”
“i liked working at tesco because the pay was good and it was easy to get to work.”
“great enviroment and enjoyed everyday with the people I worked with”
“High hour rate and work crew was pretty good”
“Everyone I spoke to was super helpful and informative.”
“Pay is very good and not based on age.”
Trading Assistant Interviews
Frequently asked questions about the role and responsibilities of a Trading Assistant
- Equity Trader
- Investment Analyst
- Portfolio Manager