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Trading Assistant Job Description

What does a Trading Assistant do?

A Trading Assistant typically works in the financial industry and provides support to traders and brokers. They are responsible for managing transactions, performing research and analysis, and monitoring market trends. Trading Assistants also help maintain financial records, create reports, and communicate with clients. They work closely with a trading team and may assist with buying and selling securities, managing investments, and executing trades. A Trading Assistant needs to have excellent analytical and communication skills, be able to work under pressure, and have a strong understanding of financial markets and trading strategies.

Our Trading Assistant job description includes the Trading Assistant responsibilities, duties, skills, education, qualifications, and experience.

Trading Assistant Example


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If you need an example job description for a Trading Assistant download the one below, alternatively we have many other Finance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Trading Assistant do?

A Trading Assistant is responsible for providing administrative and operational support to the trading team. This may include tasks such as monitoring stock levels, identifying new trading opportunities, preparing reports and documents, and processing orders. The role requires excellent organisational skills, attention to detail, and the ability to manage multiple tasks and deadlines. The Trading Assistant must be able to work independently and effectively as part of a team. Knowledge of the financial trading industry is preferred.

Trading Assistant Role Purpose

The purpose of a Trading Assistant is to provide support to a Trading team in carrying out their duties. This may include monitoring markets and researching relevant data, as well as assisting in the execution of trades. The Trading Assistant may also be responsible for maintaining records, preparing reports, and communicating with clients, brokers, and other stakeholders. They may also provide advice on market trends and strategies.

Trading Assistant Role

A Trading Assistant is a professional who provides support to a trading team by researching and analysing financial markets and instruments, executing trades, and managing risk. They also provide administrative and operational support to the team and ensure compliance with relevant regulations.

Trading Assistant Duties

  • Provide customer service to clients in a retail store
  • Answer customers' queries
  • Assist customers in finding the right product
  • Ensure customer satisfaction
  • Advise customers on product features and prices

Trading Assistant Requirements

  • Must have knowledge of trading markets
  • Strong customer service and communication skills
  • Proficient in using trading software and databases
  • Familiarity with regulatory requirements
  • Ability to analyze data and identify trends

Trading Assistant Skills

  • Strong communication skills
  • Good customer service skills
  • Excellent organisational and time management skills
  • Ability to work independently
  • Ability to multi-task

Trading Assistant Personal Traits

  • Interpersonal Skills
  • Organisational Skills
  • Communication Skills
  • Problem-solving Skills
  • Attention to Detail

How to write a Trading Assistant Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write a Trading Assistant Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise a Trading Assistant Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting a Trading Assistant Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire a Trading Assistant

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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