Investment Operations Specialist

hace 4 días


Santiago, Metropolitana, Chile Invisible Agency A tiempo completo

Investment Operations Specialist

WHO ARE WE LOOKING FOR?

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 cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.

WHAT WILL YOU BE DOING?

  • Review and identify issues with potential fund lineups
  • Preparing Fund Applications for third-party fund companies with client information
  • Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto 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, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle
  • Demonstrate an affinity for learning, creating, and Communicating effectively
  • 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 (8:30am - 5:30pm)

Rate: $6 per hour



  • Santiago, Metropolitana, Chile BHP A tiempo completo

    About BHP  At BHP we support our people to grow, learn, develop their skills and reach their potential. With a global portfolio of operations, we offer a diverse and inclusive environment with extraordinary career opportunities. Our strategy is to focus on creating a safe work environment where our employees feel strongly connected to our values and...


  • Santiago, Metropolitana, Chile Safebox A tiempo completo

    Contractor Title: Sales Operations SpecialistLocation: Santiago, Chile (remote)Compensation: USD $ per monthRole SummaryWe are seeking a bilingual (English-Spanish) driven Sales Operations Specialist to sharpen our sales processes, improve pipeline visibility, and equip the commercial team with the insights needed for smarter, faster decisions. This position...


  • Santiago, Metropolitana, Chile Sterlington, PLLC A tiempo completo

    Reports to: Head of Operations Collaborates with: Finance System Lead Department:  Operations – SPSC Division    Location: Remote (Global)  Type: Independent Contractor  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...


  • Santiago, Metropolitana, Chile Sterlington, PLLC A tiempo completo

    Reports to: Head of Operations Collaborates with: Finance System Lead Department:  Operations – SPSC Division    Location: Remote (Global)  Type: Independent Contractor  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...


  • Santiago, Metropolitana, Chile Sterlington A tiempo completo

    Reports to: Head of OperationsCollaborates with: Finance System LeadDepartment: Operations – SPSC DivisionLocation: Remote (Global)Type: Independent ContractorAbout SterlingtonSterlington 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...


  • Santiago, Metropolitana, Chile Jobgether A tiempo completo

    This 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 position blends experimentation...


  • Santiago, Metropolitana, Chile Beijing Foreign Enterprise Management Consultants Co.,Ltd. A tiempo completo

    On behalf of ICT company Huawei Technologies, we are looking for:Dining Services Operations Coordinator ; Canteen Operations Specialist.Location:ChileLanguages Required:Mandarin Chinese & English (mandatory)Job DescriptionWe are looking for aCanteen Operations Specialistto oversee daily restaurant operations, financial controls, inventory management, and...


  • Santiago, Metropolitana, Chile Buk A tiempo completo

    Únete a Buk como nuestro próxim@Revenue Operations Specialistpara elequipo de SalesEn Buk, estamos buscando una persona apasionada por lo que hace, con growth mindset, que piense "fuera de la caja" y quiera ir más allá. Alguien que no le tema a los desafíos, que trabaje de manera ágil, superando los obstáculos y aprendiendo de los errores. Buscamos...


  • Santiago, Metropolitana, Chile xe A tiempo completo

    DescriptionAt Xe, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile app and by phone. Last year, we...


  • Santiago, Metropolitana, Chile Xe A tiempo completo

    DescriptionAt Xe, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile app and by phone. Last year, we...