About this role
Trader at Aldrich Wealth LP. Location: Lake Oswego, Oregon, United States. Role: trading accounts, managing software, generating reviews Requirements: 1+ year trading or performance reporting experience; familiarity with Tamarac preferred; detailed knowledge of investment products; 5+ years client service/operations experience in wealth management preferred; bachelor's degree in finance, business, or related field. Category: Finance and Accounting Seniority: Mid Level Tools: Tamarac Commitment: Full Time Workplace: Hybrid Languages: English