The Custody Operations Specialist position is a freelance role focused on supporting onboarding processes for clients' platforms, requiring collaboration with various stakeholders. Key responsibilities include handling asset transfers, settling trades, and maintaining client data, with a strong emphasis on teamwork and analytical skills
Job Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
You will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
Ensure collaboration with all internal teams to meet expected timelines and support the creation and maintenance of written operating procedures.
Matching Summary
Match Score: 75
The Custody Operations Specialist position is a freelance role focused on supporting onboarding processes for clients' platforms, requiring collaboration with various stakeholders. Key responsibilities include handling asset transfers, settling trades, and maintaining client data, with a strong emphasis on teamwork and analytical skills.
Salary
$5 per Hour; Not specified; Not specified
Skills & Requirements
Must-have
Review and record asset transfers
Settle mutual funds, stable value funds, ETFs
Perform asset and cash reconciliations
Coordinate plan transitions
Update and maintain client data in CRM
Nice-to-have
Optimistic, flexible, creative, team-oriented
Affinity for learning and iterating rapidly
Proactive and analytical problem-solving
Key Requirements
Good understanding of fund trading and settlement
Strong aptitude for numbers and reconciliations
High degree of organization and dependability
Ability to prioritize tasks and manage expectations