Conversions Operations Specialist - Freelance Project

About this role

<p><strong>Conversions Operations Specialist</strong><br><br><strong>WHO ARE WE LOOKING FOR? </strong><strong><br></strong>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. </p> <p> </p> <p><strong>WHAT WILL YOU BE DOING? </strong></p> <ul> <li>Review and record cash and in-kind asset transfers in the trust accounting system</li> <li>Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs</li> <li>Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  </li> <li>Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform </li> <li>Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  </li> <li>Update, maintain, and review client data within CRM systems  </li> <li>Ensure collaboration with all internal teams to meet expected timelines </li> <li>Support the creation and maintenance of written operating procedures related to assigned functions</li> </ul> <p> </p> <p><strong>REQUIREMENTS </strong></p> <p> </p> <p><strong>The Necessities </strong></p> &lt