Saturday, August 20, 2011

Daily Trader - Pension Services

Apply for Job Here


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
Apply for Job Here
 

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