Conversions Operations Specialist - Freelance Project
Agency- Location
- Los Angeles, CA
- Work mode
- Hybrid
- Type
- contractor
- Listed
Applications go directly to Agency. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
The Conversions Operations Specialist is a freelance project role focused on supporting conversion plan onboarding processes. Responsibilities include reviewing and recording asset transfers, settling trades, performing reconciliations, coordinating with internal and external teams for plan transitions, and maintaining client data in CRM systems.
Skills and focus areas
- cash and in-kind asset transfers
- trust accounting systems
- trade settlement
- mutual funds
- stable value funds
- etfs
- reconciliations
- crm systems
- collaboration
- operating procedures
Summary written by Ramai from the original posting. Full details and requirements are on Agency’s careers page.
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