Senior Trader
3 weeks ago
We are seeking a highly skilled Senior Trader to join our Mutual Funds team. As a key member of our trading team, you will be responsible for executing daily trades, resolving issues, and maintaining high levels of client satisfaction.
Key Responsibilities- Support and execute daily Mutual Fund trade orders, including buys, sells, and switches on Dataphile.
- Execute trades and cancellation orders via FundSERV when necessary.
- Provide support to Portfolio Managers, colleagues, and other departments to resolve escalated complaints, disputes, or issues.
- Communicate with Mutual Fund Companies, regulators, and network providers to stay informed about industry developments and changes.
- Review executed and rejected trades daily.
- Learn to calculate dilution losses or gains.
- Maintain duplicate Mutual Fund account numbers and dormant trades on the order book.
- Support Portfolio Managers and staff with Mutual Fund products, back-office systems, procedures, and regulations.
- Administer recurring events for Portfolio Managers to ensure accurate processing.
- Respond to calls or emails from Portfolio Managers or internally to resolve or address issues in client accounts and escalate when necessary.
- Update and modify the Mutual Funds Procedure Manual to ensure it remains up-to-date.
- Maintain accurate client demographic information with Fund Companies for proper tax reporting.
- Support various departments by serving as a liaison between them and Portfolio Managers on issues affecting day-to-day operations.
- Identify and recommend process improvements in Mutual Fund operations and administrative functions to enhance productivity and profitability.
- Meet established service standards for problem resolution and customer service.
- Analyze trends and recommend process or operational improvements with staff and Portfolio Managers.
- Support Portfolio Managers in understanding Dataphile, entry types, modules, and order book processing.
- Resolve concerns with customer accounts and forward complaints and errors to the appropriate department in a timely manner.
- Escalate administrative issues found within departments or staff discovered through interactions with Portfolio Managers and internal staff.
- Support projects and follow-ups with Credential partners, fund companies, and outside institutions to provide additional client services.
- Recommend improvements to service quality where applicable and actively seek areas for improvement within Broker Solutions and the service provided to Credential partners and investors.
- Identify areas for process improvement, make recommendations, and implement them once approved.
- Support senior team members in performing regular monthly, quarterly, and annual duties.
To be successful in this role, you will need:
- Post-secondary education.
- 5-10 years of experience in the investment industry with a good understanding of Mutual Fund investments.
- Successful completion of the CSC & CPH or the IFIC.
- Understanding of FundSERV N$M settlements, purchases, redemptions, switches, cash/reinvested, and notional distributions.
- Understanding of various Mutual Fund products, including Hedge, Pooled, Investment Trusts, Flow-thru shares, Linked notes, GICs, HISA's, and open-end Mutual Funds.
- Recognition and understanding of the regulatory rules governing Mutual Funds established by IIROC and MFDA.
- Outstanding versatility with the ability to conduct with professionalism, build rapport, and exercise resourcefulness and understanding.
- Proficient computer skills and good knowledge of FundSERV, myserv, Broadridge, MS Word, Excel, and Outlook.
- Independent and self-motivated with the ability to escalate issues when necessary.
- Team-oriented with a positive attitude, thriving in fast-paced environments and multi-tasking.
- Maintaining the quality and operational excellence with the highest level of service.
- Capable of achieving required objectives within the company and regulatory requirements.
- Attentive to details and pursuing quality in accomplishing tasks.
- Strong organizational and time management skills, with a strong customer service orientation.
- Fluent communication skills in both English and French, with the ability to collaborate effectively with others.
Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We are committed to our values of leadership, innovation, partnership, responsibility, and community. Our team is dedicated to improving the financial well-being of Canadians, and we are seeking like-minded individuals to join our team.
We offer a competitive compensation package, excellent health, dental, and insurance benefits, generous vacation time, fitness benefits, parental leave top-up options, matching contributions to our retirement program, and a commitment to the continuous improvement of our staff through learning and development and an education assistance program.
We welcome and encourage applications from all qualified individuals, including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
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