[ operations ]

Conversions Operations Specialist - Freelance Project

Agency
Location
Colombia
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 ]

This is a freelance Conversions Operations Specialist role. The specialist will support conversion plan onboarding processes, collaborate with internal stakeholders, and provide service to plan sponsors. Key responsibilities include reviewing and recording asset transfers, settling trades, performing reconciliations, and coordinating plan transitions.

Skills and focus areas

  • cash and in-kind asset transfers
  • trust accounting system
  • 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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