[ operations ]
Custody Operations Specialist - Freelance Project
Agency- Location
- Los Angeles, CA
- Work mode
- Hybrid
- Type
- contractor
- Listed
Applications go directly to Agency. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Custody Operations Specialist responsible for supporting conversion plans and onboarding to a client's platform. Key duties include reviewing and recording asset transfers, settling trades, performing reconciliations, and coordinating with internal and external teams for plan transitions.
Skills and focus areas
- custody operations
- cash and in-kind asset transfers
- trust accounting systems
- trade settlement
- mutual funds
- stable value funds
- etfs
- reconciliations
- plan asset transitions
- crm systems
- operating procedures
- collaboration
Summary written by Ramai from the original posting. Full details and requirements are on Agency’s careers page.
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