Conversions Operations Specialist - Freelance Project

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

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