Conversions Operations Specialist
Invisible Agency(6 days ago)
About this role
A Conversions Operations Specialist supports processes that onboard conversion-qualified plans to the client’s platform, ensuring accurate recording and transfer of cash and in-kind assets. The role collaborates with internal teams and external custodians/record keepers to settle trades, reconcile accounts, and maintain client data while delivering service to plan sponsors.
Required Skills
- Reconciliations
- Trade Settlement
- Mutual Funds
- ETFs
- Cash Management
- CRM
- Project Management
- Organization
- Analytical Thinking
- Communication
About Invisible Agency
invisibletech.aiInvisible AI (Invisible Technologies) is an enterprise AI services firm that helps organizations "make AI work" by turning models into reliable, production-ready systems. They combine human-in-the-loop expertise, data engineering, and MLOps to train, evaluate, and operationalize models—claiming to have helped train over 80% of the world’s top AI models. Invisible supports the full model lifecycle (data collection and labeling, fine-tuning, testing, and deployment) so companies can integrate AI safely and at scale. The company recently announced a $100 million fundraise to expand its offerings.
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