Saturday, August 27, 2011

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

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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