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Custody Ops & Onboarding Specialist (Freelance)

Company

Invisible Agency

Location

workfromhome, workfromhome

Type

Full-time

A financial services firm in Colombia is seeking a Custody Operations Specialist for a freelance position. In this role, you will oversee cash and asset transfers, coordinate project transitions, and manage client information within CRM systems. The perfect candidate will be team-oriented, highly organized, and possess good analytical skills. Familiarity with trading processes for mutual funds and ETFs is essential, along with proficiency in tools like Google Workspace and Salesforce. This position requires working US Eastern Time hours.
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