**Custody Operations Specialist** **WHO ARE WE LOOKING FOR?** We are looking for a Custody 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) $5 per Hour