Senior Trade Support Specialist

📋 Description

• • The Senior Trade Support Specialist provides high-level operational and trading support, playing a critical role in ensuring timely and accurate execution, approval, and oversight of equity, options, fixed income, and mutual fund trades for Financial Professionals, Field Leaders, and internal partners.
• • Day-to-day responsibilities include executing and reviewing trades via the Pershing platform, providing real-time market data, supporting trade corrections and corporate actions, monitoring debit balances and compliance, resolving complex trading inquiries, maintaining documentation, and serving as a key liaison between HTK, Pershing, and field partners.
• • Penn Mutual Life Insurance Company is a 175-year-old financial services leader committed to empowering individuals and businesses through life insurance, annuities, wealth management, and institutional asset management, with a strong focus on ethical practices and equal opportunity.
• • In this role, the individual will deepen expertise in financial trading operations, develop leadership in process improvement and cross-functional collaboration, and gain recognition as a subject matter expert in Pershing systems and regulatory compliance, contributing to technology enhancements and operational excellence.