Custody Operations Specialist
hace 4 días
Custody Operations Specialist - Freelance AI Trainer Project Chile 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 Optimistic, flexible, creative, team‑oriented, results‑driven, and able to effectively collaborate with both internal and external stakeholders Good understanding of how mutual funds, stable value funds, and ETFs trade and settle Strong aptitude for numbers, and understanding of cash and traditional securities reconciliations Affinity for learning, creating, and iterating rapidly Proactive and analytical, able to problem‑solve and propose solutions 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) #J-18808-Ljbffr
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Freelance Custody Ops
hace 4 días
, , Chile Invisible Agency A tiempo completoA leading tech agency is looking for a Custody Operations Specialist to support asset management tasks on their platform. You will review asset transfers, coordinate trading settlements, and help onboard new clients while ensuring exceptional service. The role requires strong collaboration skills, an understanding of financial products such as mutual funds...
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Operations Specialist
hace 2 semanas
Santiago de Chile Permit Health A tiempo completo**Permit Health — Operations Specialist** **About Permit Health** **About the role** The Permit business is humming along and growing quickly, with leading healthcare companies as customers (companies backed by top Silicon Valley investors such as Y Combinator, General Catalyst, Kleiner Perkins, Stanford, and others). Unlike most startups, we are quite...
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Operations / Data Specialist (Legal)
hace 1 semana
, Región Metropolitana de Santiago, Chile Sterlington A tiempo completoOperations / Data Specialist (Legal) Join to apply for the Operations / Data Specialist (Legal) role at Sterlington. About Sterlington: Sterlington is a full‑service law firm that combines legal and commercial excellence with modern ways of practicing. Our high‑caliber partners work on complex business matters with a tailored approach to client service...
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Freelance Investment Operations Specialist
hace 4 días
, , Chile Invisible Agency A tiempo completoA leading financial services agency is looking for an Investment Operations Specialist for a freelance project in Chile. You will play a crucial role in enhancing the onboarding process for clients, collaborating with internal teams to ensure a seamless transition. Ideal candidates will be flexible, team-oriented, and possess a strong understanding of mutual...
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Investment Operations Specialist
hace 4 días
, , Chile Invisible Agency A tiempo completoInvestment Operations Specialist - Freelance Project Chile WHO ARE WE LOOKING FOR? Investment Operations Specialist We are looking for an Investment 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...
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, , Chile Tier1usa A tiempo completoA financial services company in Chile is looking for an Accounting & Administrative Specialist to oversee day-to-day financial operations. The ideal candidate will have 2–5 years of experience in independent accounting, ensuring accuracy and providing financial insight. Key tasks include managing accounts payable/receivable, preparing payroll, and...
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Remote Payment Operations Specialist
hace 1 semana
, , Chile TripleTen Indonesia A tiempo completoA leading tech education company is seeking a Payment Operations Specialist to provide operational support for students across payments, documentation, and data analysis. This role involves managing payments, verifying documents, and communicating with students about refunds. Candidates should have 1+ years of IT experience and strong English skills. The...
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Remote Payments Operations Specialist
hace 1 semana
, Región Metropolitana de Santiago, Chile TripleTen A tiempo completoA leading e-learning provider is seeking a Payment Operations Specialist to join their team in Santiago. You will manage student payments, oversee loan approvals, and process essential documents to ensure a smooth educational journey for students. Candidates should possess IT experience, advanced English, and strong analytical skills. The role demands...
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Growth Operations Specialist
hace 4 días
, , Chile Jobgether A tiempo completoThis position is posted by Jobgether on behalf of a partner company. We are currently looking for a Growth Operations Specialist in Chile. As a Growth Operations Specialist, you will play a pivotal role in driving organic acquisition strategies and building the operational foundations to scale them effectively. This hands‑on ქრ\ ප්තරbanwe...
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Operations Data Specialist
hace 1 semana
Santiago de Chile Austral Education Group A tiempo completo**THE POSITION**: As an Operations Data Specialist at Austral Group, you will be responsible for supporting the Operations team on data collection and analysis, in order to find areas of improvement, regarding budget expenditures, and logistics, to be able to offer strategic solutions to the Operations Director and to the Regional Managers. From the data...