Conversions & Onboarding Operations Specialist

Invisible Technologies Inc.; Colombia; On-site; COP 31,210,000 - 40,127,000; Full time

Job summary

Invisible Technologies Inc. is seeking a Conversions Operations Specialist to support onboarding workflows and enhance sponsor experiences on our platform.

You will collaborate with Implementation Managers, Investment teams, and record keepers to ensure timely transfers, data integrity in CRM, and efficient procedures, while maintaining compliance with ERISA-related practices.

This role operates on US Eastern Time hours and requires strong numerical and organizational skills.

Qualifications

• Experience supporting onboarding and client service in a financial environment.
• Familiarity with mutual funds or ERISA a plus.
• Ability to learn quickly and iterate processes.

Responsibilities

• Review and record cash and in-kind transfers in the trust accounting system.
• Settle trades with sub-custodians from booking to settlement (funds/ETFs).
• Perform reconciliations between systems by deadlines.
• Coordinate with Implementation Managers and Investment teams to transition plans.
• Coordinate with record keepers to liquidate and transfer plan assets.
• Update, maintain, and review client data in CRM systems.
• Collaborate with internal teams to meet timelines.
• Support creating and maintaining written operating procedures.

Skills

Team collaboration

Project management

Analytical thinking

Problem solving

Prioritization

Client communication

Tools

Google Workspace

Slack

Salesforce

Zendesk

Jira

SunGard Relius

ASC

FIS

Job description

Invisible Technologies Inc. is seeking a Conversions Operations Specialist to support onboarding workflows and enhance sponsor experiences on our platform.

You will collaborate with Implementation Managers, Investment teams, and record keepers to ensure timely transfers, data integrity in CRM, and efficient procedures, while maintaining compliance with ERISA-related practices.

This role operates on US Eastern Time hours and requires strong numerical and organizational skills.