Investment Operations Specialist WHO ARE WE LOOKING FOR? 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.
WHAT WILL YOU BE DOING?
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
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, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle
Demonstrate an affinity for learning, creating, and Communicating effectively
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 (8:30am - 5:30pm)
Rate: $6 per hour