Conversions Operations Specialist - Freelance Project Colombia Conversions Operations Specialist ... SunGard Relius, ASC, FIS) US Eastern Time (7:30am - 4:30pm) $8 per Hour
Conversions Operations Specialist - Freelance Project Colombia Conversions Operations Specialist ... SunGard Relius, ASC, FIS) US Eastern Time (7:30am - 4:30pm) $8 per Hour
Freelance Relius information
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$23.52 is the 25th percentile. Wages below this are outliers.
$14.90 - $25.57
31% of jobs
The median wage is $32.14 / hr.
$25.57 - $36.23
31% of jobs
$36.23 - $46.90
4% of jobs
$56.23 is the 75th percentile. Wages above this are outliers.
$46.90 - $57.56
10% of jobs
$57.56 - $68.23
9% of jobs
$68.23 - $78.89
5% of jobs
$78.89 - $89.55
0% of jobs
$89.55 - $100.22
8% of jobs
$100.22 - $110.88
0% of jobs
$110.88 - $121.55
0% of jobs
$121.55 - $132.21
1% of jobs
$14
$47
$132
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$8/hr
Other
Posted 4 days ago
Job description
Colombia
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 and analytical, able to problem-solve and propose solutions
- Demonstrate a high degree of organization and dependability
- Ability to prioritize tasks and manage client expectations
The Extras
- Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
- General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)
US Eastern Time (7:30am - 4:30pm)
$8 per Hour