Base: $8 ph; bonus/equity: not specified; benefits...
On-site
Review and record asset transfers
Settle mutual funds, stable value funds, and etfs
Perform asset and cash reconciliations
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform
Job Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform.
Matching Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
Salary
Base: $8 per Hour; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Review and record asset transfers
Settle mutual funds, stable value funds, and ETFs
Perform asset and cash reconciliations
Coordinate plan transitions and asset transfers
Update and maintain client data in CRM
Nice-to-have
Optimistic, flexible, and team-oriented
Proactive and analytical problem-solver
High degree of organization and dependability
Experience with collaboration tools
Key Requirements
Understanding of mutual fund, stable value fund, and ETF trading
Strong aptitude for numbers and reconciliations
Affinity for rapid learning and iteration
Ability to prioritize tasks and manage expectations