This is a fully remote position, open to applicants in Malaysia.

📋 Description

• Assess and pinpoint issues with prospective fund lineups

• Prepare Fund Applications for third-party fund companies utilizing client information

• Collaborate with Implementation Managers and Investment teams to transition new and conversion-qualified plans onto the client’s platform

• Update, manage, and review client data within CRM systems

• Work alongside internal teams to ensure timely completion of tasks

• Assist in the development and upkeep of written operating procedures related to assigned responsibilities

• Support processes that enable the onboarding of conversion plans to the client’s platform

• Deliver outstanding service to plan sponsors

⛳️ Requirements

• You are optimistic, adaptable, innovative, team-oriented, results-driven, and capable of effectively collaborating with both internal and external stakeholders

• Have a solid understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle

• Exhibit a passion for learning, creating, and communicating effectively

• Be proactive and analytical, with the ability to problem-solve and suggest solutions

• Show a high level of organization and reliability

• Possess the capability to prioritize tasks and manage client expectations

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira

• General knowledge of ERISA rules and requirements, along with experience in one or more compliance/record-keeping systems (e.g., SunGard Relius, ASC, FIS)

• Available during US Eastern Time (8:30am - 5:30pm)