Conversions Operations Specialist - Freelance Project

Invisible Expert Marketplace

Philippines, Philippines
Base: $8 ph; bonus/equity: not specified; benefits...
On-site
Review and record cash and in-kind asset transfers
Settle trades for mutual funds, stable value funds, and etfs
Perform reconciliations of invested assets and cash activity
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.
  • You will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
  • The role involves reviewing and recording asset transfers, settling trades, performing reconciliations, and coordinating plan transitions.

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 cash and in-kind asset transfers
  • Settle trades for mutual funds, stable value funds, and ETFs
  • Perform reconciliations of invested assets and cash activity
  • Coordinate plan transitions onto client platform
  • Update and maintain client data within CRM systems

Nice-to-have

  • Optimistic, flexible, creative, team-oriented, results-driven
  • Affinity for learning, creating, and iterating rapidly
  • Proactive and analytical problem-solving skills
  • High degree of organization and dependability

Key Requirements

  • Understanding of mutual funds, stable value funds, and ETFs trading and settlement
  • Strong aptitude for numbers and cash/securities reconciliations
  • Experience with collaboration, project management, and CRM tools
  • General knowledge of ERISA rules and requirements

Work Rights

Not specified

Tailored Resume

Cover Letter