Conversions Operations Specialist - Freelance Project

<p><strong>Conversions Operations Specialist</strong><br><br><strong>WHO ARE WE LOOKING FOR? </strong><strong><br></strong>We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. </p> <p> </p> <p><strong>WHAT WILL YOU BE DOING? </strong></p> <ul> <li>Review and record cash and in-kind asset transfers in the trust accounting system</li> <li>Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs</li> <li>Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines </li> <li>Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform </li> <li>Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform </li> <li>Update, maintain, and review client data within CRM systems </li> <li>Ensure collaboration with all internal teams to meet expected timelines </li> <li>Support the creation and maintenance of written operating procedures related to assigned functions</li> </ul> <p> </p> <p><strong>REQUIREMENTS </strong></p> <p> </p> <p><strong>The Necessities </strong></p> <ul> <li>You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders </li> <li>Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle </li> <li>Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations </li> <li>Demonstrate an affinity for learning, creating, and iterating rapidly </li> <li>Proactive and analytical, able to problem-solve and propose solutions </li> <li>Demonstrate a high degree of organization and dependability </li> <li>Ability to prioritize tasks and manage client expectations </li> </ul> <p> </p> <p><strong>The Extras </strong></p> <ul> <li>Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira </li> <li>General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)</li> </ul> <p> </p> <p>US Eastern Time (7:30am - 4:30pm)</p> <p>$8 per Hour</p>