Mutual Group

General

• Execute, manage, and monitor trades during market hours across multiple custodians and platforms
• Trade and rebalance portfolios across equities, fixed income, ETFs, mutual funds, options, and UITs according to advisor models and instructions
• Use third-party trading systems to calculate rebalances, allocate assets, and execute trades
• Review trading reports to identify accounts requiring action and keep portfolios aligned with assigned models
• Research and troubleshoot trade-related issues with custodians and internal teams
• Support onboarding of new advisors, accounts, and portfolio models
• Assist with cash management, distributions, and tax-loss harvesting
• Contribute to developing and refining trading procedures and documentation
• Support the daily trading operations of advisory and brokerage accounts

Trading Specialist