Related skills
reconciliations salesforce jira google workspace etfs📋 Description
- Support onboarding of conversion plans to client platform.
- Collaborate cross-functionally with internal teams.
- Provide excellent service to plan sponsors.
- Review and record cash and in-kind asset transfers.
- Coordinate with Implementation Managers on plan transitions.
🎯 Requirements
- Optimistic, flexible, team-oriented, results-driven.
- Mutual funds/ETFs knowledge; CRM tools (Google Workspace, Salesforce, Jira).
- Numeracy; cash and traditional securities reconciliations.
- ERISA rules knowledge; Relius/ASC/FIS experience.
- Proactive, analytical; problem-solve and iterate.
- Organized and dependable; able to prioritize tasks.
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