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
To Apply:
Apply for Job Here- 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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