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Trade Support Specialist

1 hour, 7 minutes ago
United States
Full-time
Junior
Operations Specialist
Operations
Salesforce
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 27

Description

  • Reconcile trading affirmation and confirmation platforms.
  • Research and resolve settlement breaks.
  • Manage trade errors between internal and external trading desks.
  • Monitor trade queues and bond product ratings.
  • Ensure compliance with regulatory rules and support process improvement efforts.
  • Work closely with external trading platform support and account operations teams.
  • Support new product onboarding and system implementation.
  • Manage proxy voting activities.
  • Monitor best execution reports across custodians.
  • Research and resolve client and desk ad hoc inquiries.
  • Execute trades as backup support for the trading desk.

Requirements

  • Bachelor's degree required, preferably in Business, Economics, Accounting, or Finance.
  • 1 to 3 years of experience in an investment management environment.
  • At least 2 years of experience in a professional investment management environment preferred.
  • Excellent communication skills.
  • Strong ability to prioritize, multitask, and troubleshoot.
  • Knowledge of financial markets.
  • Experience with Orion, Bloomberg, Salesforce, and Microsoft Excel is a plus.
  • Ability to work Monday through Friday, 6:00 AM to 3:00 PM MST.
  • Ability to work in a professional office environment with daytime hours, sitting and standing as needed.
  • Ability to handle a fast-paced and demanding environment while maintaining strong relationships across teams.

Benefits

  • Base pay range of $27 to $31 USD per hour.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA company contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus maternity benefits and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, match, and after-tax contribution option.
  • Employee assistance plan, concierge services, and personalized financial planning at preferred employee pricing.

Interested in this position?

Apply directly on the company website

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