- Executing buy and sell orders for stocks and securities
- Monitoring market trends and analyzing economic data
- Developing and implementing trading strategies
- Providing investment advice and recommendations to clients provided by company
- Maintaining up-to-date knowledge of financial regulations and compliance
- Managing risk and ensuring portfolio diversification
- Utilizing trading software and platforms effectively
- Responding to client inquiries and maintaining robust client relationships
- Preparing reports and maintaining accurate records of transactions
- Calling clients with maintaining compliance for trading
- Maintain call recording and ledger updating and holding position on quarterly basis with client sign in each hard copy