The Agency is seeking a Conversions Operations Specialist on a freelance basis to enhance onboarding processes for clients' platforms. The role involves collaboration with internal teams, managing asset transfers, and ensuring accurate reconciliations
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 with various teams for successful plan transitions.
Matching Summary
Match Score: 75
The Agency is seeking a Conversions Operations Specialist on a freelance basis to enhance onboarding processes for clients' platforms. The role involves collaboration with internal teams, managing asset transfers, and ensuring accurate reconciliations.
Salary
$8 per Hour
Skills & Requirements
Must-have
Review and record asset transfers
Settle mutual fund trades
Perform asset and cash reconciliations
Coordinate plan asset transfers
Update and maintain client data
Nice-to-have
Optimistic, flexible, creative, team-oriented
Affinity for learning and iterating rapidly
Proactive and analytical problem-solving
High degree of organization and dependability
Key Requirements
Understanding of mutual fund, stable value fund, ETF trading
Aptitude for numbers and reconciliations
Experience with collaboration, project management, CRM tools