Mogo
51 - 200 employees
Founded 2003
đź’ł Fintech
đź’¸ Finance
🛍️ eCommerce
đź’° Series C on 2014-12
Fintech • Finance • eCommerce
Mogo is a members-only wealth platform that focuses on intelligent investing principles rooted in value investing. It offers both private wealth management and a self-directed investing app, emphasizing a transparent membership model with no hidden fees. With a strong commitment to sustainability and social responsibility, Mogo allows its members to invest in ways that contribute to positive environmental impacts, such as reforesting efforts. The platform also harnesses AI technology to enhance investment research and analysis, empowering users to make informed investment decisions that align with their wealth-building strategies.
Licensed Trader
Job not on LinkedIn
🔥 0 minutes ago
🗣️🇫🇷 French Required
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Mogo
51 - 200 employees
Founded 2003
đź’ł Fintech
đź’¸ Finance
🛍️ eCommerce
đź’° Series C on 2014-12
Fintech • Finance • eCommerce
Mogo is a members-only wealth platform that focuses on intelligent investing principles rooted in value investing. It offers both private wealth management and a self-directed investing app, emphasizing a transparent membership model with no hidden fees. With a strong commitment to sustainability and social responsibility, Mogo allows its members to invest in ways that contribute to positive environmental impacts, such as reforesting efforts. The platform also harnesses AI technology to enhance investment research and analysis, empowering users to make informed investment decisions that align with their wealth-building strategies.
đź“‹ Description
• 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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