Conversions Operations Specialist - Freelance Project

5 hours, 14 minutes ago
Freelance
Mid Level
Project and Program Management
Meridial Marketplace, by Invisible

Meridial Marketplace, by Invisible

Meridial Marketplace, operated by Invisible Technologies, is a platform that connects independent contractors and domain experts with specialized AI training projects. It enables skilled individuals, including software developers, STEM experts, and professionals in various fields, to contribute their expertise in shaping advanced AI models. The platform facilitates remote participation in AI development by matching users with projects that require high-quality training data. Contractors can engage in tasks such as data annotation, safety checks, and writing domain tests, all tailored to their specific skills. Meridial Marketplace is part of a broader ecosystem that supports AI scaling for various sectors, including enterprises and governments, ensuring that AI systems are integrated into existing workflows effectively.

information technology & services
501-1000
Founded 2015

Description

  • Review and record cash and in-kind asset transfers in the trust accounting system.
  • Work with sub-custodians to book and settle trades for mutual funds, stable value funds, and ETFs.
  • Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodians by specified deadlines.
  • Coordinate with Implementation Managers and Investment teams to 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.
  • Collaborate with internal teams to meet expected timelines and support smooth onboarding workflows.
  • Support the creation and maintenance of written operating procedures for assigned functions.

Requirements

  • A collaborative, team-oriented, results-driven mindset with the ability to work effectively with internal and external stakeholders.
  • Good 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.
  • Ability to learn quickly, create, and iterate rapidly.
  • Proactive, analytical problem-solving ability with the capacity to propose solutions.
  • High degree of organization and dependability.
  • Ability to prioritize tasks and manage client expectations.
  • Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira (preferred).
  • General knowledge of ERISA rules and requirements, and experience with one or more compliance/record-keeping systems such as SunGard Relius, ASC, or FIS (preferred).

Benefits

  • US Eastern Time schedule (7:30am - 4:30pm).
  • Hourly pay of $8 per hour.

Interested in this position?

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