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.