Trade Support Specialist

Mercer Advisors

13h•Onsite

About The Position

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. They proudly serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s. Mercer Advisors offers a distinct work environment with 50% women in their overall employee base and client-facing team, attracting top talent with flexible working arrangements. The company is looking for a Trade Support Specialist to support the trading desk. The candidate will have knowledge of financial markets and proven troubleshooting skills. The successful applicant will be able to handle multiple tasks, manage priorities and maintain strong relationships with the trading desk, internal operations groups, vendors and advisors while working in a fast-paced and demanding environment. The group works closely with business partners, clients, and various operating departments throughout the firm to ensure superior client service, daily process efficiency, control, and mitigation of operational risk. The ideal candidate will have 1 to 3 years of experience in an investment management environment.

Requirements

Bachelor's degree required
Excellent communication skills with a strong ability to prioritize, multi-task and troubleshoot

Nice To Haves

Preferably Business, Economics, Accounting or Finance related [Bachelor's degree]
At least 2 years of experience in a professional investment management environment preferred
Experience with Orion, Bloomberg, Salesforce and Microsoft Excel a plus

Responsibilities

Reconciliation of trading affirmation/confirmation platforms
Research/resolve settlement breaks
Trade error management between internal and external trading desks
Monitor trade queues and various bond product ratings
Ensure compliance of regulatory rules with a focus on process improvement and efficiency
Work closely with our external trading platform support team and account operations team
New Product Onboarding
System Implementation
Proxy voting management
Monitoring best execution reports across all custodians
Research and resolution of all client and desk related ad-hoc queries
Execute trades to back up trading desk

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing