The Agency is seeking a Conversions Operations Specialist for a freelance project based in the Philippines. The role involves supporting onboarding processes and collaborating with various stakeholders to enhance client experiences, particularly in managing asset transfers and 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 review and record cash and in-kind asset transfers, work with sub-custodians to settle trades, and perform reconciliations of invested assets and cash activity.
Coordinate with receiving record keepers to liquidate and transfer plan assets, and update, maintain, and review client data within CRM systems.
Matching Summary
Match Score: 75
The Agency is seeking a Conversions Operations Specialist for a freelance project based in the Philippines. The role involves supporting onboarding processes and collaborating with various stakeholders to enhance client experiences, particularly in managing asset transfers and 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 transitions
Update client data in CRM
Nice-to-have
Optimistic, flexible, creative, team-oriented
Affinity for learning and iterating rapidly
Proactive and analytical problem-solver
High degree of organization and dependability
Key Requirements
Understanding of fund trading and settlement
Aptitude for numbers and reconciliations
Experience with collaboration, project management, and CRM tools