Banking Support Specialist, tastytrade
$65-75k
+ Performance Bonuses + Stock Purchase Options
3+ days a week in office
Options trading, futures & stock trading brokerage
Be an early applicant
Options trading, futures & stock trading brokerage
101-200 employees
Be an early applicant
$65-75k
+ Performance Bonuses + Stock Purchase Options
3+ days a week in office
101-200 employees
Company mission
To help traders succeed through sophisticated technology, favorable pricing and exceptional customer service.
Role
Who you are
- Required: Series 7 (or SIE and 7 Top-Off) and 63 licensed
- As a part of this role, a brokerage check is required and any offer is contingent on the outcome of the check
- Extremely proficient with use of technology
- Ability to collaborate with all departments within the company
- Willingness to collaborate with teammates to address time sensitive issues
- Ability to multi-task in a fast-paced environment
- Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions
- Experience or avid interest in the financial industry
- Basic understanding of trade settlements, options positions, and different security types is preferred
- Detail-oriented mindset with a willingness to learn and uphold applicable regulatory requirements
- Bachelor’s degree or related work experience
What the job involves
- As a Banking Support Specialist, you will have the chance to be a part of a unique financial space on a fast-paced banking team
- The ability to place trades relies on the timing of account funding which is what makes it a crucial function to the operation of a financial firm
- Your primary role as a Banking Support Specialist will be to address funding questions and concerns primarily through email communications
- We're fortunate to have an enthusiastic clientele and are looking for someone to share in the excitement
- Opportunity for growth within the Banking team
- Provide friendly, accurate, and efficient support via chat, email, and phone regarding any money movement related matters
- Provide relevant transfer updates and processing information to customer facing teams
- Review customer documentation (wire withdrawals, check withdrawals, internal transfers, IRA Documentation and ACATS) for completeness and accuracy
- Comply with industry Anti-Money Laundering (“AML”) regulations
- Provide input and recommendations for improvement regarding current banking policies, procedures, and technologies
- Collaborate with clearing firm daily
- Hours: 7am - 4pm or 8am - 5pm - based on team needs - this role requires a minimum of 3 days in the office, but is subject to change
Our take
With the aim of "making investing fun”, Unicorn-verified tastytrade has amassed a following in the hundreds of thousands, delivering technology and support for "do-it-yourself" investors.
Founded in 2011, the company supplies not only a trading platform but trading education resources as well. It has launched dozens of podcasts and online video channels focusing on investment strategies and trading, as well as learning courses for those looking to get their start in the space.
Acquired by IG Group, a global player in trading, in 2021, tastytrade has since employed this added strength to scale up its business and expand into international markets. This increasing visibility - at a time when markets are especially unpredictable and its platform an invaluable asset - has enabled tastytrade to continue its upward momentum, reporting record demand in early 2025. This strong performance underscores the growing importance of its platform in an ever-evolving market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
23% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jun 2018
$20m
SERIES C
Jun 2013
$7m
EARLY VC
Total funding: $47m
Company benefits
- 3 Medical Plans Choice
- Dental & Vision Benefits
- Generous Paid Time Off
- Paid Holidays - All Market Holidays Off
- 401(k) with Company Match
- Generous Parental Leave
- Disability Leave & Disability Insurance
- Commuter Benefits
- Pet Insurance
- Wellness & Mental Health Programs
- Performance Bonuses
- Subsidized Engineering Training Program
- Stock Purchase Options
- Gym Membership Reimbursement
- Charitable Donation Matching
- Healthcare FSA
- Tuition Reimbursement Program
- Two Paid Volunteer Days Off
- Daily Catered Lunch
- Fully-stocked Kitchen with Snacks and Drinks
- Onsite Gym
- Casual Dress
- Monthly Dev Outings
- Company Outings
- Sustainable Work Day
- CTA stop a block away, Shuttle to/from Metra
- Shared rooftop with greenery overlooking the city
- West Loop Location - Chicago's Tech Center
Company HQ
Fulton Market, Chicago, IL
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