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Company: Forum Financial Management
Location: Lombard
Posted on: May 27, 2023

Job Description:

TraderForum Financial Management, LP

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory firm (RIA) in search of a candidate to join our Backoffice team. This individual would be responsible for overseeing the daily and quarterly activities needed to run our RIA. Experience working in a Securities Brokerage or Advisory Firm is a plus but not required.Primary responsibilities include working with senior trader and senior operations personnel in providing accurate reporting, reconciliation of client performance reporting and daily trade processing. There will be direct interface with customer service team, principals of the firm, and our primary vendors.This individual will be responsible for:Job Responsibilities & Activities:Develop a deep understanding of Forum's investment philosophyIdentify client portfolios that are out of balance and determine the next steps for resolutionReview client cash balances to be invested or generated for distribution needsSet up new clients in rebalancing software and coordinate with advisors to implement the investment planParticipate in monthly and quarterly trading auditsProvide exceptional service for advisors and Client Service TeamInterface with key software providersProvide follow-up on all assigned responsibilities and keep advisors and appropriate management informed on progress and concernsAlways act in an ethical manner according to procedures outlined in the trading manualThe ideal candidate will have the following skills:Bachelor's degree in Finance, Economics, Accounting, or equivalent experience on a Backoffice team for an RIA or Broker DealerKnowledge of Schwab, TD Ameritrade, and/or Fidelity a plusKnowledge of Tamarac trading software a plusPursuit CFA or CFP designations are a plus but not requiredGeneral Skills:Solid team playerHigh attention to detailStrong multitasking skillsProactiveWorks well in a fast-paced environmentOrganized and process orientedAnalytical with strong quantitative problem-solving skillsProficient in ExcelBachelor's degree, with proven successWhy work for Forum Financial Management?We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential. This role will be critical in driving the future growth of the firm as we are only as successful as a firm as our advisors are individually.Benefits- we offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.401k - we offer a 401k plan that includes a company match at 5%.PTO - employees start off with 18 days plus 12 holidays each calendar year.Flexible work schedule - we offer a hybrid working schedule.Professional Development- Forum wants to grow our talent from within and we recognize the role that professional development plays in that. We help our employees identify professional development goals each year and we offer several ways for employees to build their individual skillset.Continue Education- Forum supports employees that want to continue their education and we see that as an extension of our professional development initiatives.Employee Engagement - employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host quarterly cultural building activities, office luncheons, and other activities to increase productivity within the company.Forum Financial Management, LP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, gender identity/expression, actual or perceived.cwbDpClqZ9

Keywords: Forum Financial Management, Lombard , Trader, Accounting, Auditing , Lombard, Illinois

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