Investment Operations Specialist - Freelance Project

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.

Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle

Demonstrate a high degree of organization and dependability

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.

Review and identify issues with potential fund lineups

Preparing Fund Applications for third-party fund companies with client information

Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform

Update, maintain, and review client data within CRM systems

Support the creation and maintenance of written operating procedures related to assigned functions