operations
Posted Mar 9Investment Operations Specialist - Freelance Project
at Agency
PhilippinesOn-site
Responsibilities
- Review and identify issues with potential fund lineups
- 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
- Ensure collaboration with all internal teams to meet expected timelines
- Support the creation and maintenance of written operating procedures related to assigned functions REQUIREMENTS
- Demonstrate an affinity for learning, creating, and Communicating effectively
Requirements
- 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, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle
- 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)
Benefits
- US Eastern Time (8:30am - 5:30pm) Rate: $6 per hour
Additional details
- We are looking for an Investment 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.
- Preparing Fund Applications for third-party fund companies with client information
- Proactive and analytical, able to problem-solve and propose solutions