Conversions Operations Specialist Bardi

Conversions Operations Specialist
Bardi
Emilia Romagna, Bardi

Conversions Operations Specialist- Fully RemoteStart a career in tech: Join the team that's supporting the latest cutting-edge AI language models. Website | Video Demo | Core ValuesThe Business ContextYou already use AI in many ways—like deciding what products and services to order—and it may be most familiar to you as a chatbot, as an avatar-maker, or as a way to unlock your screen.

But here's what AI may be able to help the world with: finding medical diagnoses, teaching you about scientific research, and calculating the complexities of any function. But, like humans, algorithms are what they eat.

They're only as good as the rules they know and the data they're trained on.

We're the team that helps model these behaviours. Job Summary:WHO ARE WE LOOKING FOR? We are looking for a Custody Operations Specialist!

This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to the client's platform.

In this position, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide exceptional service to plan sponsors.

As a Specialist, you will take responsibility for management of specialized functions such as acting as the subject matter expert for plan conversions. WHAT WILL YOU BE DOING? Review and record cash and in-kind asset transfers in the trust accounting systemWork with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFsPerform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlinesManage all operational aspects of the installation process, including coordinating with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the Client's platformManage all operational aspects of the reconversion process, including coordinating with receiving record keepers, to liquidate and transfer plan assets from the client platformCoordinate with financial advisors, plan sponsors, prior record keeper sub-custodians, and/or third-party administrators to determine onboarding or conversion timelines, action items with delivery dates for all parties, and communicate overall project status to all interested partiesUpdate, maintain, and review client data within CRM systemsEnsure collaboration with all internal teams to meet expected timelinesSupport the creation and maintenance of written operating procedures related to assigned functionsResearch and resolve any issues that arise in the course of these processesREQUIREMENTS:The NecessitiesExperience in project management and leading team initiatives end to end; you're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholdersPossess a good understanding of how mutual funds, stable value funds, and ETFs trade and settlePossess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliationsDemonstrate an affinity for learning, creating, and iterating rapidlyProactive and analytical, able to problem-solve and propose solutionsDemonstrate a high degree of organization and dependabilityAbility to prioritize tasks and manage client expectationsThe ExtrasExperience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and JiraGeneral knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e. g.

SunGard Relius, ASC, FIS)Qualified 401(k) Administrator (QKA) or higher ASPPA credentialCompensation & DetailsType: HourlyRemuneration: $5 per hour. Role: Full-time and Exclusive commitmentMUST be able to have completed BACKGROUND CHECK for the project #J-18808-Ljbffr