Trade Support Specialist

Mercer Advisors

Remote, US
Base: $27-$31 usd ph; bonus/equity: eligible for i...
Remote
Bachelor's degree required
2 years investment management experience
Reconciliation of trading affirmations
Mercer Advisors is seeking a Trade Support Specialist to work remotely, supporting their trading desk with responsibilities such as trade reconciliation, error management, and client support. The ideal candidate should have 1-3 years of experience in investment management, strong communication skills, and proficiency in financial software tools

Job Summary

  • Mercer Advisors is a top-ranked RIA firm dedicated to simplifying financial lives for over 31,300 families across the U.S.
  • The Trade Support Specialist will handle critical tasks including trade reconciliation, resolving settlement breaks, and ensuring regulatory compliance.
  • Employees enjoy a robust benefits package including company-paid life insurance, generous paid time off, and a 401(k) match.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Trade Support Specialist to work remotely, supporting their trading desk with responsibilities such as trade reconciliation, error management, and client support. The ideal candidate should have 1-3 years of experience in investment management, strong communication skills, and proficiency in financial software tools.

Salary

Base: $27-$31 USD per hour; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid parental leave

Skills & Requirements

Must-have

  • Bachelor's degree required
  • 2 years investment management experience
  • Reconciliation of trading affirmations
  • Resolve settlement breaks
  • Monitor trade queues

Nice-to-have

  • Experience with Orion or Bloomberg
  • Strong troubleshooting skills
  • Excellent communication abilities
  • Salesforce knowledge preferred
  • Microsoft Excel proficiency

Key Requirements

  • Bachelor's degree in Business, Economics, Accounting, or Finance
  • Minimum 2 years professional investment management experience
  • Not specified

Work Rights

Not specified

Tailored Resume

Cover Letter