Broker Assistant

Advance Trading, Inc. (ATI) is a forward thinking, non-proprietary commodity brokerage firm providing risk management and market guidance to grain producers, commercial elevators, and end users including energy producers and livestock feeders. ATI’s client base spans the entire globe, with businesses throughout North America, South America, Europe, Africa, Asia, and the Middle East. Our highly skilled team delivers individualized strategies, sound advice, and solid recommendations based on extensive research and market analysis, giving our clients a competitive edge in today’s complete marketplace.

The Broker Assistant (BA) provides support to Commodity Trading Brokers by maintaining their customer accounts. To succeed in this position, the BA must be a quick thinker who can easily jump from one task to the other in a fast paced, time sensitive environment.

Responsibilities

Serves as primary contact for assigned customers; Accept and enter new orders, changes, and cancellations into electronic order system via phone, e-mail, and instant messaging; Reconcile HMS trades to ensure order entry accuracy; Verify previous day trades; Reconcile accounts and update customer information; Create reports for customer and broker use; Reconcile monthly broker commissions; Plan and organize meetings as needed; Other duties as assigned

Requirements

Ability to learn quickly, thrive in a fast-paced environment, and adapt to changing timelines; Attention to detail with a high level of accuracy; Ability to work in a fast-paced environment with high call volume; Ability to multi-task and prioritize assigned tasks; Ability to problem solve; Ability to remain calm in stressful situations; Strong customer service skills; Ability to work independently and in a team-oriented environment; 1 – 3 years’ experience providing outstanding customer service; Flexibility with shift hours; Strong verbal and written communication skills; Proficient computer skills, including knowledge of Microsoft Word and Microsoft Excel; Demonstrated planning and organizational skills, the ability to handle multiple tasks with frequent interruptions, ability to prioritize work and deal with strict deadlines