Conversions Operations Specialist - Freelance Project

Meridial; Malaysia; On-site; MYR 165,494 - 248,241; Part time

Job summary

Meridial is seeking a Conversions Operations Specialist for a freelance project based in Malaysia. This role is crucial in supporting various processes to facilitate conversion plans for our client’s platform.

The ideal candidate will have an understanding of mutual funds and possess strong organizational skills, with the ability to effectively collaborate with internal teams and manage client expectations. Experience with CRM tools is preferred. Working hours are aligned with US Eastern Time.

Qualifications

• Optimistic, flexible, creative, team-oriented, results-driven.
• Strong understanding of mutual funds, stable value funds, and ETFs.
• Aptitude for numbers and understanding of cash reconciliations.

Responsibilities

• Review and record cash and in-kind asset transfers.
• Coordinate with teams to transition new plans.
• Maintain client data within CRM systems.

Skills

Team-oriented

Analytical problem-solving

Attention to detail

Project management

Tools

Google Workspace

Salesforce

Jira

Job description

Conversions Operations Specialist - Freelance Project

Malaysia

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

• Optimistic, flexible, creative, team‑oriented, results‑driven, with the ability to effectively collaborate 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

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)