Custody Operations Specialist: Onboarding & Settlement

Meridial; Malaysia; On-site; MYR 60,000 - 80,000; Part time

Job summary

Meridial is seeking a Custody Operations Specialist for a freelance project in Malaysia. This role is critical in supporting processes that facilitate onboarding to our client’s platform, requiring collaboration with internal stakeholders.

The ideal candidate will review and manage asset transfers, coordinate with teams, and ensure timely execution of processes. Proficiency in CRM tools and knowledge of trading and compliance are essential. Flexibility and strong organizational skills are key traits for success in this role.

Qualifications

• Experience with mutual funds, stable value funds, and ETFs.
• Strong numerical aptitude and familiarity with reconciliations.
• Proven ability to collaborate across teams.

Responsibilities

• Review asset transfers in the trust accounting system.
• Coordinate with sub-custodians and manage trade settlements.
• Maintain client data in CRM systems.

Skills

Collaborative teamwork

Understanding mutual funds and ETFs

Analytical and problem-solving

Organizational skills

Tools

Google Workspace

Slack

Salesforce

Zendesk

Jira

Job description

Meridial is seeking a Custody Operations Specialist for a freelance project in Malaysia. This role is critical in supporting processes that facilitate onboarding to our client’s platform, requiring collaboration with internal stakeholders.

The ideal candidate will review and manage asset transfers, coordinate with teams, and ensure timely execution of processes. Proficiency in CRM tools and knowledge of trading and compliance are essential. Flexibility and strong organizational skills are key traits for success in this role.