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Become A Trade Specialist

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Working As A Trade Specialist

  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Making Decisions and Solving Problems
  • Evaluating Information to Determine Compliance with Standards
  • Analyzing Data or Information
  • Mostly Sitting

  • $71,550

    Average Salary

What Does A Trade Specialist Do At Illinois Tool Works, Inc.

* Classify goods according to U
* S. harmonized tariff schedule (HTS).
* Audit U
* S. Customs entries for accuracy.
* Audit customs broker’s freight/duty invoices for accuracy and authorize such for payment.
* Prepare and process import and export documentation according to customs regulations, laws, or procedures.
* Assist in the development of a HTS number database and a process for maintaining it in the company’s ERP system.
* Coordinate logistics requirements for internal and external customers on a domestic and international basis.
* Stay abreast of changes in import or export laws or regulations by reading current literature, attending meetings or conferences, or conferring with colleagues.
* Act as an in-house expert for trade related matters and assist in training in-house personnel on such matters.
* Request or compile necessary shipping documentation, such as customs invoices, certificates of origin, and cargo-control documents so that company is in compliance with recordkeeping regulations.
* Use company’s and customs broker’s operating systems to further enhance compliance related initiatives

What Does A Trade Specialist Do At Sc Department of Public Safety

* In order to apply for positions with the SC Department of Corrections (SCDC), you will be redirected to that Agency's website in order to complete the SCDC Application (No other applications will be accepted).
* Users registered with jobs.sc.gov cannot use the SCDC application to apply for positions located at other State Agencies.
* Click the below listed link to access the SCDC Employment Application:
* Questions regarding the application process, this job posting or any other postings with the SCDC should be directed to:
* Recruiting and Employment Services
* Employment@doc.sc.gov**_

What Does A Trade Specialist Do At TIAA

* Design and interpret management reports.
* Reviews regulatory notices and assesses impact to Trade Team.
* Help disseminate the information to affected business areas throughout the enterprise.
* Interact directly with A&O business partners to ensure recommended changes comply with regulatory requirements.
* Provides input to policy to manage risk and exposure to the organization.
* Recommends and implements changes.
* Participate and act as a subject matter expert in brokerage trading projects and initiatives that are medium to large in scope and typically have a medium to large impact to the brokerage operations, products supported by brokerage and clients utilizing same brokerage products.
* Provide input to business partners on initiatives or client matters that require trading operations expertise

What Does A Trade Specialist Do At Robert Half

* Manage the trade confirmation process in the order management system (Aladdin) to ensure timely confirmation of all trades in fixed income client accounts and funds
* Resolve all pre-settlement discrepancies internally or with brokers and input trade corrections
* Compile all necessary documentation to onboard new brokers and to complete periodic credit reviews
* Provide monthly and quarterly broker volume and trade correction reports to internal compliance teams
* Assist the trading desk with daily ad hoc requests and inquiries
* For immediate consideration please contact Alex Gikas at alex.gikas@roberthalffs.com

What Does A Trade Specialist Do At Southern California Edison

* Lead SCE’s relationship with counterparties through project development, amendments, consents, and on-going contract administration.
* The Energy Contracts Specialist is tasked with managing contracts that contribute toward SCE’s Renewables Portfolio Standards (RPS) goal and support SCE’s power, gas transmission, and emission trading functions while limiting credit and legal risks.
* Lead cross department stakeholder teams in the administration of short- and long-term energy contracts with Independent Power Producers, financial institutions and other market participants.
* The portfolio of contracts range from one month to 20 years and all have significant monetary value, typically millions of dollars over the life of the contract.
* The level of visibility of this function to senior management and executives inside the company and at the CPUC and California Energy Commission is very high.
* Evaluate and manage contract requirements, review payments, manage disputes and make strategic recommendations to maximize benefits to customers.
* Will also work closely with the planning, day-ahead operations, real-time, risk, credit, law and settlement groups with primary responsibility to ensure implementation and proper management of each contract from inception to termination.
* Will be primary point of contact for several types of energy contracts including renewables, conventional power, combined heat and power, natural gas and broker agreements.
* Lead and manage multiple projects simultaneously as the primary point-of-contact with internal and external stakeholders.
* Make presentations to senior management, participates in industry forums, reviews industry documents, responds to regulatory documents/filings/data requests, and supports accurate financial reporting.
* Other responsibilities will include preparing reports and presentations for management, responding to data requests, and staying informed of state, local and federal regulatory actions that impact energy procurement

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How To Become A Trade Specialist

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Trade Specialist jobs

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Trade Specialist Career Paths

Trade Specialist
Analyst Finance Analyst
Accounting Manager
7 Yearsyrs
Welder Service Technician Operations Manager
Assistant Vice President
7 Yearsyrs
Account Manager Sales Manager Senior Sales Manager
Associate Director Of Sales
9 Yearsyrs
Project Manager Program Manager Marketing Director
Chief Marketing Officer
10 Yearsyrs
Assistant Vice President Human Resources Coordinator
Director Of Human Resources
10 Yearsyrs
Welder Technician Operations Manager
Director Of Sales
10 Yearsyrs
Business Analyst Product Manager Sales Manager
Director Of Sales And Marketing
9 Yearsyrs
Equipment Operator Specialist Accountant
Finance Controller
9 Yearsyrs
Senior Specialist Account Manager Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Analyst Business Analyst Product Manager
Marketing Director
7 Yearsyrs
Assistant Vice President Project Manager Program Manager
Marketing Manager
6 Yearsyrs
Project Manager General Manager Account Manager
National Account Manager
8 Yearsyrs
Specialist Project Manager
Program Manager
8 Yearsyrs
Specialist Account Manager Account Executive
Sales Manager
5 Yearsyrs
Senior Analyst Senior Manager Director Of Sales
Sales Vice President
9 Yearsyrs
Account Manager Product Manager Brand Manager
Trade Marketing Manager
6 Yearsyrs
Senior Specialist Business Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
Equipment Operator Operation Supervisor Assistant Vice President
Vice President Operation Manager
9 Yearsyrs
Business Analyst Program Manager Business Developer
Vice President, Business Development
13 Yearsyrs
Senior Analyst Senior Finance Analyst Assistant Vice President
Vice President, Product Manager
9 Yearsyrs
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Trade Specialist Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Portuguese

  • Chinese

  • Mandarin

  • Cantonese

  • Arabic

  • Russian

  • Danish

  • German

  • Bosnian

  • Greek

  • Japanese

  • Norwegian

  • Turkish

  • Dutch

  • Korean

  • Italian

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Trade Specialist

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Trade Specialist Education

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Real Trade Specialist Salaries

Job Title Company Location Start Date Salary
Managing Trade Specialist Metafoods, LLC Atlanta, GA Oct 28, 2015 $128,294
Product Management-Trade Specialist Citibank, N.A New York, NY Sep 15, 2016 $112,500
Retail/Italy Trade Lane Specialist Geodis Wilson USA Inc. Edison, NJ Jan 30, 2015 $107,390
Managing Trade Specialist Metafoods, LLC Atlanta, GA Oct 28, 2012 $96,824
Customs and Trade Specialist SONY Electronics, Inc. San Diego, CA Feb 20, 2014 $78,000
Customs and Trade Specialist SONY Electronics, Inc. San Diego, CA Aug 08, 2012 $78,000
Trading Specialist Glendale Securities Inc. CA May 19, 2010 $66,248
Customs and Trade Specialist SONY Electronics, Inc. San Diego, CA Sep 01, 2010 $65,000
Foreign Trade Specialist Starwell Trading LLC Greenville, SC Oct 01, 2015 $55,000
Foreign Trade Specialist Grunfeld, Desiderio, Lebowitz, Silverman & Klestad New York, NY Sep 24, 2010 $52,000
Foreign Trade Specialist Starwell Trading LLC Greenville, SC Oct 01, 2012 $50,000
Market Trade Specialist J & P International, LLC Madison, WI Sep 17, 2015 $48,000
Trade Specialist Glitter Group LLC. Chicago, IL Mar 01, 2015 $48,000
Purchasing/Trade Specialist Geptek Incorporated Morristown, NJ Jan 04, 2010 $45,698
Trade Specialist Kwik Enterprises LLC Oakhurst, NJ Apr 14, 2015 $45,000
Trade Specialist KWIK Enterprises LLC Oakhurst, NJ Sep 07, 2013 $44,214
Export Trade Specialist KWIK Enterprises LLC Oakhurst, NJ Oct 01, 2012 $36,691

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Top Skills for A Trade Specialist


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Top Trade Specialist Skills

  1. Procedures
  2. Financial
  3. Ensure Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Assisted with training of both new and existing staff on procedures and enhancements.
  • Partnered with compliance departments to make corrections on accounts and worked with customers to create strategies regarding their financial planning.
  • Reviewed and approved/rejected mutual fund trade corrections to ensure compliance with firm and regulatory agency policies.
  • Operated CNC machines, lathes, drill presses, grinders and other machine shop equipment.
  • Executed equity, option, mutual fund, and structured fixed income trades to assist clients.

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