Investment Operations Specialist — Onboarding & Fund Ops (Contract)

Meridial; Chile; Presencial; CLP 6.233.199 - 8.877.586; A tiempo parcial

Descripción de la vacante

Meridial in Chile is seeking an Investment Operations Specialist for a freelance project. This position is vital for supporting various onboarding processes and enhancing the client experience. You'll work closely with internal teams, ensuring the smooth transition of clients to our platform.

Ideal candidates are optimistic, flexible, and possess a strong understanding of investment funds. The role requires excellent coordination skills, attention to detail, and flexibility to work in US Eastern Time. This position offers $6 per hour.

Formación

• Good understanding of mutual funds, CITs, ETFs, and trading processes.
• Proactive and analytical with strong problem-solving skills.
• Ability to manage tasks and client expectations effectively.

Responsabilidades

• Review and identify issues with potential fund lineups.
• Prepare Fund Applications for third-party fund companies.
• Coordinate with teams to transition new plans onto the platform.

Conocimientos

Collaboration

Problem-solving

Organizational skills

Herramientas

Google Workspace

Salesforce

Jira

Descripción del empleo

Meridial in Chile is seeking an Investment Operations Specialist for a freelance project. This position is vital for supporting various onboarding processes and enhancing the client experience. You'll work closely with internal teams, ensuring the smooth transition of clients to our platform.

Ideal candidates are optimistic, flexible, and possess a strong understanding of investment funds. The role requires excellent coordination skills, attention to detail, and flexibility to work in US Eastern Time. This position offers $6 per hour.