Investment Operations Specialist - Freelance Project

Invisible Expert Marketplace

Colombia, Colombia
$6 ph; not specified; not specified
On-site
Review fund lineups
Prepare fund applications
Coordinate plan transitions
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform

Job Summary

  • 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.
  • You will review and identify issues with potential fund lineups and prepare fund applications for third-party fund companies with client information.

Matching Summary

This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.

Salary

$6 per hour; Not specified; Not specified

Skills & Requirements

Must-have

  • Review fund lineups
  • Prepare fund applications
  • Coordinate plan transitions
  • Maintain client data in CRM
  • Collaborate with internal teams
  • Create operating procedures

Nice-to-have

  • Experience with collaboration tools
  • Knowledge of ERISA rules
  • Experience with compliance systems

Key Requirements

  • Understanding of mutual funds, CITs, ETFs
  • Proactive and analytical problem-solving
  • High degree of organization and dependability
  • Ability to prioritize tasks
  • Manage client expectations

Work Rights

Not specified

Tailored Resume

Cover Letter