Conversions Operations Specialist - Freelance Project

Meridial; Chile; On-site; CLP 18,281,535 - 27,422,303; Part time

Job summary

Meridial is looking for a Conversions Operations Specialist for a freelance project based in Chile. This role is pivotal in streamlining conversion processes and enhancing onboarding experiences for clients. The ideal candidate will demonstrate strong teamwork skills and an aptitude for financial reconciliations.

Responsibilities include managing asset transfers, working with sub-custodians, and supporting the maintenance of client data within CRM systems. Proficiency with collaboration tools and a proactive approach to problem-solving are essential for this role.

Qualifications

• Optimistic, flexible, creative, team-oriented, results-driven.
• Strong understanding of mutual fund trading and settlement.
• Ability to problem-solve and propose solutions.

Responsibilities

• Review and record cash and in-kind asset transfers.
• Coordinate with teams to transition new plans onto the platform.
• Update and maintain client data within CRM.
• Perform reconciliations between systems.

Skills

Collaborative teamwork

Financial reconciliation

Problem Solving

Proactive mindset

Organizational skills

Tools

Google Workspace

Salesforce

Slack

Zendesk

Jira

Job description

Conversions Operations Specialist - Freelance Project

Chile

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.

Responsibilities

• 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

• Optimistic, flexible, creative, team‑oriented, results‑driven, with the ability to collaborate effectively with both internal and external stakeholders
• Good understanding of how mutual funds, stable value funds, and ETFs trade and settle
• Strong aptitude for numbers and understanding of cash and traditional securities reconciliations
• Affinity for learning, creating, and iterating rapidly
• Proactive and analytical, able to problem‑solve and propose solutions
• High degree of organization and dependability
• Ability to prioritize tasks and manage client expectations

Preferred 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)