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Conversions Operations Specialist - Freelance Project

Chile

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, adaptable, creative, team‑oriented, results‑driven, and able to effectively collaborate with both internal and external stakeholders
- Strong 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)

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Postúlate en Kit Empleo: kitempleo.cl/empleo/1cvqjh

📌 Conversions Operations Specialist - Freelance Project (Chile)
🏢 Invisible Agency
📍 Chile