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Senior Trader
1 month 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- Execute daily trades, including buys, sells, and switches, on Dataphile
- Support Portfolio Managers, Investment Advisors, and staff with trade-related issues
- Collaborate with Mutual Fund Companies, Regulators, and Network providers to stay up-to-date on industry developments
- Review and analyze trade data to identify trends and areas for improvement
- Develop and implement process improvements to enhance productivity and profitability
- Post-secondary education
- 5-10 years of experience in the Investment Industry with a strong understanding of Mutual Fund Investments
- Successful completion of the CSC & CPH or the IFIC
- Strong knowledge of FundSERV N$M settlements and various Mutual Fund Products
- Excellent communication and problem-solving skills
Aviso Wealth is a leading wealth management and investment services provider with a dynamic and inclusive culture. We offer a competitive compensation package, excellent health and dental benefits, and opportunities for professional growth and development.