Lead Trader
About Us:
We are a leading financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
We serve the world's most sophisticated clients using leading technology and exceptional service. Our team works together to achieve great things and we value an inclusive workplace where everyone can succeed.
Main Responsibilities:
* Oversight of dealing transactions through internal systems, to regulatory and client standards
* Day to day oversight of document management process, ensuring accurate and timely scanning of investor instructions into the workflow system
* Investigate and resolve enquiries and exceptions, communicate with various departments, other banks and brokerage firms to resolve exceptions
* Prepare financial reports ensuring conformity to professional and regulatory requirements
* Responsible for work flow distribution and effective use of resources within the team
* Provide on the job technical training and coaching for all team members and brief staff regularly on issues relating to work carried out by the team and new initiatives
* Organize the work of the team, assign tasks, set short-term priorities, monitor all activities and ensure timely and accurate completion of the work
* Ensure all procedures are kept up to date and adhered to on a daily basis
* Assist in establishing goals and objectives for the team
* Generate process and system enhancement ideas and coordinate the introduction of these changes with supporting documented procedures
Skills and Qualifications:
* Excellent oral and written communication skills
* Able to deal confidently and articulately with internal and external counterparties
* Analytical and problem solving skills
* Leadership and organizational skills to prioritize assignments and provide feedback to staff
* Ability to set priorities and manage deadlines, escalating issues where necessary
* Good team player, self-starter, flexible, with ability to work under pressure with minimal supervision
Benefits:
We offer a flexible and collaborative work culture where you can build your career and take pride in working for a company committed to assisting the communities we serve. Movement within the organization is encouraged and senior leaders are accessible.
Working With Us:
We'd love to learn more about how your interests and experience could be a fit with our team. We value diversity and inclusion in the workplace and encourage applications from people with disabilities.