Finance representative vs trader

Differences between finance representative and trader duties and responsibilities

Finance representative example responsibilities.

• Work in QuickBooks to process payroll, submit payroll taxes, manage accounts payable and record income.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Educate clients and provide financial and retirement solutions utilizing life insurance and annuities.
• Demonstrate ability to continually learn and apply that knowledge and execute necessary details involve with the risk management and securities industry.
• Facilitate timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.
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Trader example responsibilities.

• Manage Smithtown branch office ensuring compliance with NASD regulations.
• Manage and hedge generation within PJM, MISO, and ERCOT.
• Manage options trading to ensure a positive ROI within a volatile market.
• Initiate and manage financial, physical and virtual trades resulting in a positive PnL.
• Manage products with the supply chain warehouses and interface with both corporate logistics and common carriers.
• Coordinate MBS and whole loan delivers to ensure settlements are achieve to minimize extension and pair off fees.
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