Job Order Detail

Description

Administrative Support - Trade Desk Processing
The Processing Team is responsible for processing all trade-related requests.  The team provides support to all advisors and their assistants in the office.
Responsibilities:
Administrative support
    Process daily financial transactions accurately and in a timely fashion
    Manage and follow up on all Internal and external transfer requests
    Respond to inquiries in a professional and prompt manner
    Communicate with advisors, assistants and third parties to ensure requests are completed efficiently and all "not in good order" (NIGO) trades are resolved.
    Review all documentation for accuracy prior to processing
    Maintain and update the Trade Desk procedures manual to ensure current and accurate information.
    Administer client-name GIC entries and renewals within internal systems.
    Experience in a bank, credit union or investment firm an asset.
    Provide reception support as required.
o    Answering phones
o    Assisting walk-in clients
o    Booking appointments
o    Coordinating courier shipments and mail.
Skills and requirements:
    Demonstrate the ability to handle sensitive information with discretion and sound judgment.
    Strong problem-solving skills, with the ability to assess situations and implement effective solutions.
    Strong multitasking skills with the ability to adapt to shifting priorities.
    High attention to detail with strong organizational and initiative-driven work habits.
    Excellent written and verbal communication skills
    Collaborative team player with positive attitude
    Proficient in a Windows-based environment, including Microsoft Office 365 (Word, Excel, Outlook) and internet applications.
Supervision
    This position reports to the Operations Manager as well as the ownership group of Mercator Financial