Senior Mutual Funds Trader
4 days ago
Aviso Wealth is seeking a highly skilled Senior Mutual Funds Trader to join our Trading team in the Canadian financial industry.
Job SummaryWe are looking for an experienced professional to support and problem resolve with all activities related to Mutual Funds, ensuring accurate Client demographics information with Fund Companies is maintained for proper tax reporting.
This role will play a decisive role in placing daily Mutual Fund Trades for Portfolio Managers, Investment Advisors, and staff, executing trades and cancellation orders via FundSERV if mandatory.
The ideal candidate will be proficient in computer skills, specifically good knowledge of FundSERV, myserv, Broadridge, MS Word, Excel, and Outlook.
Key Responsibilities- Supporting correspondent for Portfolio Managers, co-workers, and various other Departments within the Firm to resolve escalated complaints, disputes, or issues whether Client or system oriented and escalating when required.
- Daily review of all executed and rejected trades.
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Senior Trader
4 weeks ago
Montreal, Quebec, Canada Aviso Wealth Full timeJob Title: Senior Trader - Mutual FundsWe are seeking a highly skilled and experienced Senior Trader to join our Mutual Funds team. As a Senior Trader, 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...
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Senior Trader
4 weeks ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the RoleWe 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 ResponsibilitiesExecute daily trades, including buys, sells, and switches, on DataphileSupport Portfolio...
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Senior Trader
4 weeks ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled Senior Trader to join our Mutual Funds team. As a key member of our team, you will be responsible for executing daily trades, resolving issues, and maintaining high levels of client satisfaction.Key ResponsibilitiesExecute daily trades, including buys, sells, and switches, on DataphileSupport Portfolio Managers,...
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Senior Trader
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Montreal, Quebec, Canada Aviso Wealth Full timeAbout the RoleWe 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 ResponsibilitiesSupport and execute daily Mutual Fund trade orders, including buys, sells, and switches on...
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Senior Trader
4 weeks ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled Senior Trader to join our Mutual Funds team. As a key member of our team, you will be responsible for executing daily Mutual Fund trades, providing exceptional client service, and collaborating with our Portfolio Managers and Investment Advisors.Key ResponsibilitiesExecute daily Mutual Fund trades, including...
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