Daily Trader - Pension Services

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Mercer Advisors has a great opportunity to work in our Pension Department as a Daily Trader.  The Daily Trader is responsible for processing all plan transactions and trading with various custodians. 

Responsibilities include:

• Reconciling and processing all payroll submissions
• Monitoring plan deposits and withdrawals
• Processing all participant and advisor plan transfer and rebalancing requests
• Processing all loan and distribution requests
• Processing all fee requests
• Reconciling daily trade and confirmation files
• Reconciling daily cash and share balances
• Maintaining log files of daily activity
• Scanning and maintaining files
• Preparing quarterly reporting statements for administrator review
• Maintenance of system to reflect fund changes, fund closures, price updates, etc.
• Maintaining system to add/update/delete automated jobs as necessary
• Maintaining and monitoring plan sponsor and participant websites
• Responding to participant requests for information
• Coordinating with trading partners to resolve issues and ensure accuracy of trading activities and processes
• Coordinating with advisors regarding plan conversions and set-up
• Other duties assigned as needed

 Requirements

• Minimum of 2 years daily trading experience
• Any additional pension or retirement planning industry experience a plus
• Relius administration experience with straight-through processing and data validation center experience REQUIRED
• Proficient with MS Office including spreadsheet proficiency in Excel
• Experience with trust and brokerage services
• Excellent verbal and written communication skills
• Strong organizational skills, dependability, ability to stay focused, and detail-oriented

We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth.  Mercer Advisors is an equal opportunity employer offering a competitive salary and benefit package:

• Medical insurance
• Vision Insurance
• Prescription Drug Coverage
• Dental Insurance
• 401(k) Profit Sharing Plan
• Paid Vacation and Holidays
• Life Insurance
• Accidental Death and Dismemberment
• Long-Term Disability
• Voluntary Life and AD&D options
• Flexible Spending Accounts
• Tuition Assistance (Client Service Division only)
• Domestic Partner Program
• Financial Planning Services

To Apply:

For immediate consideration, please send your cover letter, resume, and salary requirements to Human Resources via email or fax. 

• Email: [Click Here to Email Your Resumé], please reference job code DTP in your correspondence.
• Fax:  (805) 565-2698
• Location: 7201 E. Princess Blvd., Scottsdale, AZ 85255
• Work Schedule: Monday through Friday, 8:00am to 5:00pm

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