Responsibilities
- Analyze proposed fund selections to detect potential issues or inconsistencies
- Prepare applications for funds managed by external providers, including client-specific details
- Liaise with Implementation Managers and Investment teams to onboard new and converted plans to the client platform
- Manage, update, and verify client information in CRM systems
- Collaborate with internal departments to ensure timely delivery of project milestones
- Assist in developing and maintaining documented operational procedures for assigned tasks
Compensation
$6 per hour
Work Arrangement
Remote (Country)
Other
- Work hours: 8:30am - 5:30pm US Eastern Time
- Rate: $6 per hour
