Trade Processor

6 days ago


Mississauga, Canada Monarch Wealth Full time

**Overview**
We are seeking a detail-oriented team player who is eager to join a fast-growing, collaborative and interactive environment to join our team. The Trade Processor is responsible for the accurate and timely processing of approved documentation, entering trade orders, clients and plans into one or more production systems while adhering to policies, procedures, and regulatory guidelines. This position reports to the MF Processing Manager and is responsible for completing daily work volumes within assigned timelines of service standards.

**Duties**
- Review documents for completion and accuracy, interpret and process transactions, both financial and non-financial, as required.
- Set up clients and plans on the system.
- Enter trade orders.
- Resolve issues with trade rejections.
- Communicate with other head office teams and fund companies for resolving issues.
- Communicate with advisors regarding clients’ documents, follow up in coordination with compliance, branch manager.
- Initiate and follow up on external account transfers with other financial institutions.
- Keep track of document flow between systems to ensure nothing is missed.
- Manage storage of documents, including scanning and daily electronic files.
- Assisting with departmental projects and providing team support as needed.

**Knowledge, Skills and Abilities**
- Adaptable professional with ability to work both independently and as a team member.
- Aptitude for Customer Service.
- Attention to detail and ability to effectively follow policies and procedures.
- Proficient at critical assessment and problem resolution.
- Excellent communication skills - both written & verbal.
- Excellent time management & organization skills, ability to multitask and prioritize.
- Ability to follow written and/or verbal instructions and stay productive under pressure in a fast-paced environment.
- Ability to effectively present information in one-on-one and small group environment to compliance, advisors, and other team members.
- Working knowledge of MS Office, and good computer skills.
- Experience of FundSERV, Winfund or Viefund, and trade processing is a plus.

**Qualifications**
- At least two years of industry experience, or an equivalent combination of education and experience.
- Client services or administrative experience is a plus.
- Industry-related course(s) is an asset.
- Post-Secondary Education - a college or University degree is an asset.

**Benefits**
- Extended health care.
- Assistance with professional development courses.
- Hybrid work schedule.
- Free on-site parking.
- Free coffee and snacks

Pay: $45,000.00-$50,000.00 per year

**Benefits**:

- Dental care
- Paid time off
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

**Experience**:

- logistics: 1 year (preferred)

Work Location: In person



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