THE IDEAL CANDIDATE WILL HAVE THE FOLLOWING SKILLS:

• Bachelor’s degree in Finance, Economics, Accounting, or equivalent experience on a Backoffice team for an RIA or Broker Dealer
• Knowledge of Schwab, TD Ameritrade, and/or Fidelity a plus
• Knowledge of Tamarac trading software a plus
• Pursuit CFA or CFP designations are a plus but not required

GENERAL SKILLS:

o Solid team player
o High attention to detail
o Strong multitasking skills
o Proactive
o Works well in a fast-paced environment
o Organized and process-oriented
o Analytical with strong quantitative problem-solving skills
o Proficient in Excel

• Develop a deep understanding of Forum’s investment philosophy
• Identify client portfolios that are out of balance and determine the next steps for resolution
• Review client cash balances to be invested or generated for distribution needs
• Set up new clients in rebalancing software and coordinate with advisors to implement the investment plan
• Participate in monthly and quarterly trading audits
• Provide exceptional service for advisors and Client Service Team
• Interface with key software providers
• Provide follow-up on all assigned responsibilities and keep advisors and appropriate management informed on

progress and concerns

• Always act in an ethical manner according to procedures outlined in the trading manual