Quantitative Trader/Researcher developing and implementing quantitative models for trading strategies in financial markets. Join a dynamic team at Z1 Tech in Vancouver.
About the role
- Licensed Trader executing buy/sell orders and providing customer support in a fintech environment. Collaborating with Compliance and Operations to enhance client experiences.
Responsibilities
- Take IntelligentInvesting Securities Inc. member’s buy/sell orders, made through our app, for stocks, ETFs and other investment products, and write trade tickets
- Verify sufficient information has been provided in order to process a trade
- Ensure member orders are tagged correctly and executed as per instructions
- Provide customer service to our members on the phone, through email, and chat
- Confirm member identity in order to ensure instructions can be executed
- Process member instructions with regard to voluntary re-orgs
- Input member instructions with regard to changes in registered account beneficiaries
- Complete internal account transfers and transfers in/out of securities from/to external institutions
- Check and investigate buy/sell orders and report back to members
- Ensure proper settlement and delivery, escalating any discrepancies as required
- Maintain accurate daily records of trades
- Perform daily reconciliations with our Custodian
Requirements
- Background in customer service in the Banking or Investment industry
- Experience supporting an app based product would be a bonus
- Completion of the Canadian Securities Course (CSC) and Conduct Practices Handbook (CPH)
- Completion of the 30-day training program as defined by CIRO while employed with a Dealer Member firm on a full-time basis
- Excellent attention to detail
- Ability to multitask and reprioritize on the fly
- Solid experience resolving customer situations
- Must be bilingual (English/French)
Benefits
- Fully Remote Work
- Comprehensive Health Benefits
- Stock Options
- Flex Vacation
- Wellbeing Programs
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