Conversions Operations Specialist - Freelance Project
Meridial · Remote · Colombia, Chile, Malaysia only
First recorded by Psst: 30 October 2026. Sign in with Google to continue to the employer. A free account is enough.
About the job
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
- Open 9 months
- Reposted
Your experience. A clearer story.
From “what do I write?”
to “that sounds like me.”
Watch a resume take shape: a specific example, relevant skills and the details a remote team needs.
Start with your name and the role you want. The coach helps with the next line.
Try the resume coach →Basic builder + ATS-ready PDF included with confirmed job alerts. Premium adds first-day job email alerts matched to your saved criteria (up to 25 new matches per digest after email confirmation), all designs, cover letters and the Apply Kit.
Experience
Helped customers at a shop.
Skills
Add tools and skills you actually use.
Remote working
Add your time zone and availability.
Illustrative example. Five completeness checks: name, target role, specific experience, skills and availability. Not an ATS rating or a hiring prediction. Use your own facts.