Trading Specialist Jobs
Trading Specialist jobs are open across financial services, fintech, commodities, and investment management, from entry-level analyst to senior and principal roles, with specializations in equities trading, derivatives, and algorithmic strategy. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 10+ Trading Specialist jobs
Medical and dental insurance covered for the employee
- $100 premium for family coverage covering all family members
Bonus (Annually based on Company Performance)
This position manages accounts receivable, customer invoicing, payment processing, account reconciliation, collections, and
accurate financial recordkeeping. In addition to general accounts receivable functions, the position supports machine sales
accounting activities, including processing machine-related invoices and advance payments, tracking project-related costs and
expenses, and maintaining accurate financial records for machine sales projects.
The Accounting Specialist will also assist with general accounting operations, customer credit administration, purchase order
processing, and other financial and administrative activities. The position will work closely with the Accounting, Sales, and
Management teams to ensure accurate financial transactions, timely collection of outstanding receivables, proper documentation,
and efficient accounting operations.
・Manage accounts receivable activities by monitoring customer account balances, maintaining accurate AR records,
identifying overdue accounts, and addressing payment discrepancies.
・ Process and record customer payments by receiving, recording, and applying incoming payments, including checks, ACH
transfers, wire transfers, and credit card payments, through the Company’s accounting system and banking platforms.
・ Conduct payment collection activities by communicating with customers through email and telephone, requesting payment
status updates, following up on past-due balances, and coordinating collection efforts with the Sales and Management teams.
・Manage machine sales invoicing and payment transactions, including preparing and issuing down payment, progress
payment, and final payment invoices in accordance with customer purchase orders and agreed payment terms.
・Maintain machine project accounting records by tracking project-related payments, costs, expenses, service fees, travel
expenses, and other charges in the Company’s accounting system.
・Manage advance payments and customer deposits by recording advance payments, maintaining supporting documentation,
and coordinating the application of advance payments to corresponding customer invoices and machine sales projects.
・ Perform customer account reconciliation by reviewing customer ledgers, payment histories, general ledger entries, and
supporting documentation to identify and resolve discrepancies and unapplied payments.
・Support month-end and year-end closing activities, including machine sales invoicing, application of advance payments,
account reconciliation, review of outstanding receivables, and updating project financial records.
・Maintain organized accounting records by filing and retaining customer invoices, payment records, remittance information,
bank documentation, checks, and other supporting financial documents for accounting and audit purposes.
・ Support credit and financial administration by preparing Dun & Bradstreet (D&B) reports, coordinating UCC filing-
related administrative activities, and maintaining related customer documentation.
・Coordinate with internal departments and external parties to resolve billing, payment, documentation, and accounting
issues and perform other accounting and administrative responsibilities as assigned by Management.
・A high school diploma or equivalent is required.
・An Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is preferred but not
required. Equivalent relevant work experience may be considered in lieu of a degree.
・Legally eligible to work in the United States.
・ Minimum of two (2) years of experience in accounting, accounts receivable, bookkeeping, or a related field.
・Basic understanding of accounting principles, accounts receivable procedures, and general accounting practices.
・Experience handling customer invoicing, payment processing, cash applications, and account reconciliation.
・Experience communicating with customers regarding outstanding payments, billing inquiries, and account discrepancies.
・Ability to maintain accurate financial records and handle confidential financial information professionally.
・ Strong organizational skills and ability to manage multiple responsibilities and deadlines.
・ Ability to work independently, exercise sound judgment, and communicate effectively with customers and internal
departments.
・Proficiency in Microsoft Word, Outlook, and other standard Microsoft Office applications.
・ Familiarity with accounting software and ERP systems. Experience with Microsoft Dynamics 365 Business Central is
preferred.
・ Strong numerical accuracy and attention to detail when processing invoices, payments, and financial transactions.
・Effective written and verbal communication skills, particularly when communicating with customers regarding billing
and payment matters.
・Ability to review financial records, identify discrepancies, and resolve accounting and payment issues.
・Ability to prioritize tasks, manage multiple customer accounts, and meet accounting deadlines.
・Ability to maintain confidentiality and exercise appropriate judgment when handling customer financial information.
・ Experience in a manufacturing, industrial machinery, distribution, or trading company is preferred.
・Familiarity with machine sales transactions, including purchase orders, advance payments, progress payments, and
project-related invoicing, is preferred.
Medical and dental insurance covered for the employee
- $100 premium for family coverage covering all family members
Bonus (Annually based on Company Performance)
This position manages accounts receivable, customer invoicing, payment processing, account reconciliation, collections, and
accurate financial recordkeeping. In addition to general accounts receivable functions, the position supports machine sales
accounting activities, including processing machine-related invoices and advance payments, tracking project-related costs and
expenses, and maintaining accurate financial records for machine sales projects.
The Accounting Specialist will also assist with general accounting operations, customer credit administration, purchase order
processing, and other financial and administrative activities. The position will work closely with the Accounting, Sales, and
Management teams to ensure accurate financial transactions, timely collection of outstanding receivables, proper documentation,
and efficient accounting operations.
・Manage accounts receivable activities by monitoring customer account balances, maintaining accurate AR records,
identifying overdue accounts, and addressing payment discrepancies.
・ Process and record customer payments by receiving, recording, and applying incoming payments, including checks, ACH
transfers, wire transfers, and credit card payments, through the Company’s accounting system and banking platforms.
・ Conduct payment collection activities by communicating with customers through email and telephone, requesting payment
status updates, following up on past-due balances, and coordinating collection efforts with the Sales and Management teams.
・Manage machine sales invoicing and payment transactions, including preparing and issuing down payment, progress
payment, and final payment invoices in accordance with customer purchase orders and agreed payment terms.
・Maintain machine project accounting records by tracking project-related payments, costs, expenses, service fees, travel
expenses, and other charges in the Company’s accounting system.
・Manage advance payments and customer deposits by recording advance payments, maintaining supporting documentation,
and coordinating the application of advance payments to corresponding customer invoices and machine sales projects.
・ Perform customer account reconciliation by reviewing customer ledgers, payment histories, general ledger entries, and
supporting documentation to identify and resolve discrepancies and unapplied payments.
・Support month-end and year-end closing activities, including machine sales invoicing, application of advance payments,
account reconciliation, review of outstanding receivables, and updating project financial records.
・Maintain organized accounting records by filing and retaining customer invoices, payment records, remittance information,
bank documentation, checks, and other supporting financial documents for accounting and audit purposes.
・ Support credit and financial administration by preparing Dun & Bradstreet (D&B) reports, coordinating UCC filing-
related administrative activities, and maintaining related customer documentation.
・Coordinate with internal departments and external parties to resolve billing, payment, documentation, and accounting
issues and perform other accounting and administrative responsibilities as assigned by Management.
・A high school diploma or equivalent is required.
・An Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is preferred but not
required. Equivalent relevant work experience may be considered in lieu of a degree.
・Legally eligible to work in the United States.
・ Minimum of two (2) years of experience in accounting, accounts receivable, bookkeeping, or a related field.
・Basic understanding of accounting principles, accounts receivable procedures, and general accounting practices.
・Experience handling customer invoicing, payment processing, cash applications, and account reconciliation.
・Experience communicating with customers regarding outstanding payments, billing inquiries, and account discrepancies.
・Ability to maintain accurate financial records and handle confidential financial information professionally.
・ Strong organizational skills and ability to manage multiple responsibilities and deadlines.
・ Ability to work independently, exercise sound judgment, and communicate effectively with customers and internal
departments.
・Proficiency in Microsoft Word, Outlook, and other standard Microsoft Office applications.
・ Familiarity with accounting software and ERP systems. Experience with Microsoft Dynamics 365 Business Central is
preferred.
・ Strong numerical accuracy and attention to detail when processing invoices, payments, and financial transactions.
・Effective written and verbal communication skills, particularly when communicating with customers regarding billing
and payment matters.
・Ability to review financial records, identify discrepancies, and resolve accounting and payment issues.
・Ability to prioritize tasks, manage multiple customer accounts, and meet accounting deadlines.
・Ability to maintain confidentiality and exercise appropriate judgment when handling customer financial information.
・ Experience in a manufacturing, industrial machinery, distribution, or trading company is preferred.
・Familiarity with machine sales transactions, including purchase orders, advance payments, progress payments, and
project-related invoicing, is preferred.
Trading Specialist Jobs by Experience Level
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Find Trading Specialist JobsTrading Specialist Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in trading specialist jobs.
- Bachelor's degree in finance, economics, mathematics, or a related quantitative field
- Active Series 7 and Series 63 licenses, or willingness to obtain them upon hire
- Proficiency with trading platforms, order management systems, and Bloomberg Terminal
- Experience executing and monitoring trades across equities, fixed income, or derivatives markets
- Strong analytical skills with the ability to interpret real-time market data under pressure
- Familiarity with risk management frameworks, compliance protocols, and regulatory reporting requirements
Tips for Your Trading Specialist Job Search
Quantify your trading performance metrics
Hiring managers for trading specialist roles want to see numbers: P&L impact, volume handled, error rates, or execution speed improvements. Pull those figures from your brokerage systems or reporting dashboards and put them directly in your resume bullet points.
Highlight relevant licenses and certifications upfront
Series 7, Series 63, Series 57, and CFA credentials carry real weight in trading specialist hiring. List them in a dedicated section near the top of your resume so recruiters can confirm compliance eligibility before reading further.
Apply early to roles that fit
Migrate Mate lists trading specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target job titles that map to your specialization
Equities, fixed income, FX, and derivatives trading each attract different postings. Search for the specific asset class you have experience with rather than generic titles, since many teams hire narrowly and filter out generalist applicants early.
Prepare for a live trading simulation or case study
Many trading specialist interviews include a timed market scenario, a mock order-book exercise, or a risk-based case study. Practice reading bid-ask spreads under pressure and walking through your decision logic out loud before the interview.
Negotiate comp structure, not just base salary
Trading roles often carry variable comp tied to desk performance or firm-wide metrics. When an offer comes in, ask how the bonus pool is determined and what the historical payout range has looked like before accepting or countering.
Trading Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most trading specialists?
Atomic Gaming, Southern California Edison, and aiTWorks are hiring the most trading specialists right now, with openings concentrated in Texas, Illinois, and California, based on current listings on Migrate Mate as of November 2026. Demand is highest at firms with active institutional trading desks and proprietary trading operations.
How many trading specialist jobs are remote?
About 33% of trading specialist openings are fully remote or hybrid as of November 2026, though fully remote positions are less common in this role than in other finance jobs. Sub-areas like algorithmic strategy support, trade surveillance, and post-trade operations tend to offer the most remote flexibility compared to live execution desk roles.
How do you become a trading specialist?
Start with a degree in finance, economics, or a quantitative field, then obtain the licenses your target market requires, most commonly the Series 7 and Series 63. Build hands-on experience through internships at broker-dealers, asset managers, or proprietary trading firms. Develop proficiency with order management systems and market data tools, and work toward demonstrating measurable execution or risk outcomes in each role you hold.
Can you get hired as a trading specialist with little experience?
Yes, entry-level trading specialist roles exist, particularly in trade support, operations, and middle-office functions that feed into execution desks. Firms hiring juniors typically look for strong quantitative coursework, relevant internship experience, and demonstrated interest in markets through personal trading accounts, finance competitions, or relevant certifications. Getting licensed early, even before a first role, signals genuine commitment and removes a common barrier employers cite.
What does the trading specialist interview process look like?
The process typically starts with a recruiter or HR screen focused on background and licensing, followed by a technical interview covering market mechanics, order types, and risk concepts. Many firms then run a live or simulated trading exercise where you execute trades or respond to a hypothetical market scenario in real time. Final rounds usually involve meeting the desk team and discussing your decision-making process, risk tolerance, and familiarity with the firm's specific asset class.
Where can I find and apply to trading specialist jobs?
You can find and apply to trading specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and specialization, and apply directly to each listing that fits.
See All 10 Trading Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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