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
$8 per Hour
Skills & Requirements
Must-have
Review and record asset transfers
Settle mutual fund and ETF trades
Perform asset and cash reconciliations
Coordinate plan transitions
Update and maintain client data in CRM
Nice-to-have
Optimistic, flexible, and creative mindset
Team-oriented and results-driven approach
Affinity for rapid learning and iteration
Proactive problem-solving skills
High degree of organization and dependability
Key Requirements
Understanding of mutual fund, stable value fund, and ETF trading/settlement
Aptitude for numbers and cash/securities reconciliations
Experience with collaboration, project management, and CRM tools