Base: $8 ph; bonus/equity: not specified; benefits...
On-site
Review and record asset transfers
Settle mutual fund, stable value fund, and etf trades
Perform reconciliations of invested assets
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 asset transfers
Settle mutual fund, stable value fund, and ETF trades
Perform reconciliations of invested assets
Coordinate plan transitions
Update and maintain client data in CRM
Nice-to-have
Optimistic, flexible, and team-oriented
Affinity for learning and iterating rapidly
Proactive and analytical problem-solver
Key Requirements
Understanding of mutual fund, stable value fund, and ETF trading
Strong aptitude for numbers and reconciliations
Experience with collaboration, project management, and CRM tools