Junior Trader - US Taxpayer Specialization

Avrio Wealth was founded in 2020 to offer fee-based wealth

planning and investment management to global families who require

an international perspective including US taxpayers. Avrio holds a

CMS license and is registered with the SEC.

Our

belief is that client relationships begin with a financial plan

Through planning we create long term relationships with our clients

and help guide them to achieve their financial

goals.

The Junior Trading role is suitable for

someone who knows the complexity of US taxation and understands

that trading a portfolio is more than buying and selling a

position. They understand the tax ramifications of every trade,

they want a career in wealth management for US taxpayers and are

comfortable working with a small, yet global, team in a highly

regulated financial services industry.

This is

not a hybrid roll, it requires 5 days a week in the

office.

Responsibilities :

Support Head of Investments in all aspects of trade entry

and execution across multiple custodians

Understand foreign exchange and multi-currency

portfolios

Be able to execute trades in

multiple currencies adjusting back to client base

currency

Research and create reports on

economic events globally

Research and create

reports on specific client topics

Attend

client meetings, follow up with clients post meeting with

comprehensive notes and next steps

Maintain

accurate client information in Addepar and Wealthbox

Generate reports for management and regulatory

requirements

Back-up support for other team

members

Behavioral

Attributes : Must be a

self-starter, wiling to bring actionable ideas to the

practice

Develops and maintains positive

working relationships with others

Completes

action items in a timely manner

Extremely

task-oriented, with high standards of quality and

accuracy

Strong follow-through skills on

delegated tasks and assignments

Maintains a

high level of customer service and is passionate about meeting and

assisting clients

Takes pride in the

achievement of team objectives

Manages time

effectively

Consistently follow high standards

of business and professional ethics and legal and regulatory

requirements