About us

SAA Financial is a comprehensive financial solutions provider, helping members of the Metro Detroit community achieve their long-term financial goals since 1995. As a second generation family-owned, client-centric organization, we focus on building meaningful relationships with those we serve. We maintain an open-door policy and offer a personalized, positive client experience at each encounter.

SAA Financial was created to help retirement savers and investors of all ages plan for and reach their long-term financial goals. While we offer comprehensive investment management services for all types of investors, we have a niche and specialty in serving 403(b) plan participants who live and work in the local community.

As a full-service firm, clients are never put into a “plug-and-go” investment plan (like many other comparable firms may do). Instead, we deliver personalized investment recommendations and tactical portfolio management solutions. Our highly credentialed and experienced advisors work to strategize, implement, monitor and maintain each client account to keep investment plans on track.

The Trading Specialist processes trade requests received from SAA Financial advisors and serves as a liaison with our custodian partners. The trading specialist is responsible for ensuring accounts are traded in a timely and accurate manner. Duties often fluctuate with market volatility and seasonal volumes, so flexibility and working well under pressure will be critical to meet deadlines and ensure accurate trading. The trading specialist is responsible for performing trading functions including new account setup, trade reconciliation, portfolio rebalancing, daily report reviews and trade processing. The functions are time sensitive and require a high attention to detail.

Position Related Responsibilities
The Trader can expect to focus in the following areas: Perform trading functions:
-Rebalance accounts and process trade instructions from investment advisors
-Set up new accounts for trading within trading platform (Wealthscape)
-Implement allocation or cash management changes within client accounts
-Review of daily reports such as margin balances and new deposits, take trading action as required

-Alert investment advisors regarding trading issues with client portfolios
-Research and resolve trading issues escalated by investment advisors
-Educate investment advisors on trading protocols & best practices
-Manage cyclical trading workflow events (RMDs, dividend payouts, etc.)

Requirements:

• A Bachelor’s Degree in Business, Finance or a related discipline preferred
• 1 – 3 years of trading experience at an RIA preferred
• Experience with Fidelity Wealthscape trading platform preferred
• Proficiency in Microsoft applications including Excel, Word, Outlook & PowerPoint
• Advanced technical proficiency in software programs relevant to position-related responsibilities
• Strong, highly developed analytical skills
• High degree of attention to detail
• Client first attitude
• Team player, able to interact well with employees and management.
• Experience working with RIAs and Independent Financial Advisors a plus.
• Mutual fund trading experience within employer sponsored plan accounts (Fidelity 403(b) accounts) a plus

Job Types: Part-time, Contract

Pay: $25.00 - $35.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance

Physical setting:

• Office

Schedule:

• 4 hour shift
• No nights
• No weekends
• On call

Supplemental pay types:

• Bonus pay

Education:

• Associate (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)

Language:

• English (Preferred)

Shift availability:

• Day Shift (Preferred)

Work Location: Hybrid remote in Troy, MI 48083

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