Senior Mutual Funds Trader

4 days ago


Montreal, Quebec, Canada Aviso Wealth Full time

Aviso Wealth is seeking a highly skilled Senior Mutual Funds Trader to join our Trading team in the Canadian financial industry.

Job Summary

We 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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