Requirements
- •Optimistic, flexible, creative, team-oriented, results-driven, and able to effectively collaborate with both internal and external stakeholders
- •Good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle
- •Affinity for learning, creating, and communicating effectively
- •Proactive and analytical, able to problem-solve and propose solutions
- •High degree of organization and dependability
- •Ability to prioritize tasks and manage client expectations
What You'll Do
- •Review and identify issues with potential fund lineups
- •Preparing Fund Applications for third-party fund companies with client information
- •Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform
- •Update, maintain, and review client data within CRM systems
- •Ensure collaboration with all internal teams to meet expected timelines
- •Support the creation and maintenance of written operating procedures related to assigned functions
Nice to Have
- •Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
- •General knowledge of ERISA rules and requirements
- •Experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)
About Invisible Agency
Clients give us complex business problems and we become their operations, automation, and AI partner to deliver operational breakthroughs.
San Francisco, CA, US
250 - 500
IT Services