Conversions Operations Specialist - Freelance Project
agency· Business & Professions
About this role
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
Frequently Asked Questions
Is the salary disclosed for the Conversions Operations Specialist - Freelance Project position at agency?
The salary for this Conversions Operations Specialist - Freelance Project role at agency is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Conversions Operations Specialist - Freelance Project position at agency located?
This Conversions Operations Specialist - Freelance Project role at agency is based in Philippines. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Conversions Operations Specialist - Freelance Project at agency belong to?
This Conversions Operations Specialist - Freelance Project position is part of the Business & Professions department at agency. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Conversions Operations Specialist - Freelance Project position at agency?
Click the "Apply Now" button on this page. You will be redirected to agency's official application portal hosted on greenhouse where you can submit your application directly.
When was the Conversions Operations Specialist - Freelance Project job at agency posted?
This Conversions Operations Specialist - Freelance Project position at agency was posted on Jan 27, 2026. Apply as soon as possible — early applications are often reviewed first.
Conversions Operations Specialist - Freelance Project
agency
You'll be redirected to agency's official application page on Greenhouse.