EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
The Trade Operations Representative is responsible for ensuring all of our clients daily trade rejects are researched with the mutual fund companies. Another key component to this role is working with clients to ensure any trade questions/issues are researched and resolved.
Job Location: Pittsburgh, PA or Remote
Daily monitoring of internal systems to ensure all trades are being routed and executed properly.
Work with mutual fund companies and firm’s clients to ensure any trade rejects are resolved to the client’s satisfaction.
Process and verify corporate actions on client accounts.
Provide research assistance to account administrators and relationship managers.
Work with mutual fund companies to ensure new accounts are setup correctly.
Monitor internal systems and reports to ensure all scheduled tasks have successfully processed.
Other duties as required in order to provide our clients with the support and the tools they need
Skills & Experience:
High School diploma or equivalent required
Bachelors degree or comparable experience desired
Ability to multi-task and work independently.
Familiarity with mutual funds and/or mutual fund accounting.
Strong with analytical thinking and problem solving.
Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.