Conversions Operations Specialist - Freelance Project

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Operations From the posting source

Seniority

Mid From the posting source

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Conversions Operations Specialist - Freelance Project Jamaica Conversions Operations Specialist WHO ARE WE LOOKING FOR? 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. WHAT WILL YOU BE DOING? Review and record cash and in-kind asset transfers in the trust accounting system Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client's platform Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client's platform Update, maintain, and review client data within CRM systems Ensure collaboration with all internal teams to meet expected timelines Support the creation and maintenance of written operating procedures related to assigned functions REQUIREMENTS The Necessities You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations Demonstrate an affinity for learning, creating, and iterating rapidly Proactive

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