Conversions Operations Specialist - Freelance Project
MeridialLegit · not rated yetPosted on 28 Jan 2026
Pay: $8/hr
- Who can apply
- Open only to people in Chile, Colombia, Jamaica, Malaysia, Philippines
- Hours
- Hours vary · Freelance
- Where
- Remote, work from home
- Job type
- Expert (SME) review
At a glance: A freelance, remote expert (SME) review job with Meridial. It pays $8/hr, with hours that vary. Only people in Chile, Colombia, Jamaica, Malaysia and Philippines can apply.
Ongoing · listed since 28 Jan 2026
Meridial keeps this listing open to recruit all year. It is still open, but it isn’t a new opening.
What happens after you click Apply
- You leave AI Trainer HQ and go to Meridial’s own site.
- Apply to a listing
- Assessment
- Onboarding
How this pay compares
This job pays more than 6% of the 120 other finance & accounting jobs on the board that state pay; 94% pay more.
- This job
- $8/hrAs listed
- Median on Meridial
- $65/hrFrom 539 other paid jobs
- Median in finance & accounting
- $65/hrFrom 120 other paid jobs
Requirements
- Qualifications
- Not specified in the listing
- Languages
- English
- Equipment
- Computer with a reliable internet connection
About this job
Conversions Operations Specialist
WHO ARE WE LOOKING FOR?
We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
WHAT WILL YOU BE DOING?
• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from 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
REQUIREMENTS
The Necessities
• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations
• Demonstrate an affinity for learning, creating, and iterating rapidly
• Proactive and analytical, able to problem-solve and propose solutions
• Demonstrate a high degree 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 requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)
US Eastern Time (7:30am - 4:30pm)
$8 per Hour
Also listed in: Chile, Colombia, Jamaica, Malaysia, Philippines. Meridial posts this role once per location. It is the same job, so we show it once.
Listing history
- First seen on our board
- (9 days ago)
- Posted by Meridial
- Last checked
- Source
- Greenhouse
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