Who We Are
Cadence is committed to serving the lifelong needs of our customers. That’s a commitment made possible by our exceptional teammates. Our team members are what set us apart. Friendly, open, personable and committed to excellence, our teammates make up more than just a bank … they make up our communities.
No matter where you are in life or where you’re going, we may have the right career for you.
Competitive Benefits
Cadence offers a competitive and comprehensive benefits package centered on the well-being of our teammates. Some of our benefits include medical, dental, vision, employee assistance program, life insurance, 401(k), Retirement Pension Benefits, parental leave, tuition reimbursement, and more.
What The Role Is
The Trader II works closely with the Investment, Operations, Client Service and Wealth Advisor teams to ensure timely execution of rebalances and trades. Principal duties include working within our trading software system, assignment of investment models to new accounts, initiate rebalances, process raise cash requests, monitor cash balances and investing where appropriate, and working with the investment team to process block trades. This role works through both automated and manual trading processes to ensure accurate implementation of Investment Committee, Wealth Advisors, and client-initiated trade requests.
How You will Make an Impact
Who You Are
Preferably three to five years related experience and/or training; or equivalent combination of education and experience
Proficient with Microsoft 365 (Word, Excel, Outlook, PP)
Ideally, experience with Tamarac Reporting, Trading and CRM, Charles Schwab and Fidelity custodial platforms or other similar systems
Experience with a CRM Database, Document Management software or other Financial Industry software is a plus
Excel VBA programing or similar programing skills are desired
Proactive and strong work ethic
Excellent organizational skills
Ability to multi-task, prioritize and meet deadlines
Professional appearance and demeanor
Ability to work well in a team environment
High attention to detail and timely follow-through
Strong communication skills – verbal & written
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
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