About the job
Investment Operations Specialist
WHO ARE WE LOOKING FOR?
We are in search of a dedicated Investment Operations Specialist to join our team on a freelance basis. This pivotal role supports the various processes that facilitate the onboarding of clients onto our platform. You will work collaboratively with internal teams to enhance the onboarding experience and deliver exceptional service to plan sponsors.
WHAT WILL YOU BE DOING?
- Identifying and resolving issues related to potential fund lineups
- Preparing Fund Applications for third-party fund companies using client information
- Coordinating with Implementation Managers and Investment teams for the successful transition of new and conversion-qualified plans onto the client’s platform
- Updating, maintaining, and reviewing client data within CRM systems
- Collaborating with internal teams to meet expected timelines
- Assisting in the creation and maintenance of written operating procedures related to assigned functions
REQUIREMENTS
The Necessities
- A collaborative, optimistic, and flexible mindset with a strong focus on results
- Comprehensive understanding of mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs)
- A passion for learning, creating, and effective communication
- Strong analytical skills and a proactive approach to problem-solving
- A high level 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 experience with compliance or record-keeping systems (e.g., SunGard Relius, ASC, FIS)
Available hours: US Eastern Time (8:30 am - 5:30 pm)
Hourly Rate: $6
