Trade Support Specialist

United StatesRemotemid

OtherSupport Specialist

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Overview

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning,

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What We Offer

~2 min read

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Mercer Global Advisors 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.

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

Bachelor's degree required
- Preferably Business, Economics, Accounting or Finance related
At least 2 years of experience in a professional investment management environment preferred
Excellent communication skills with a strong ability to prioritize, multi-task and troubleshoot
Experience with Orion, Bloomberg, Salesforce and Microsoft Excel a plus

What We Offer

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✓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

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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