Investment Operations Specialist - Freelance Project
MeridialLegit · not rated yetPosted on 20 Nov 2025
Pay: $6/hr
- Who can apply
- Open only to people in Chile, India, Jamaica, Malaysia, Philippines
- Hours
- Hours vary · Freelance
- Where
- Remote, work from home
- Job type
- Expert (SME) review
At a glance: A freelance, remote expert (SME) review job with Meridial. It pays $6/hr, with hours that vary. Only people in Chile, India, Jamaica, Malaysia and Philippines can apply.
Ongoing · listed since 20 Nov 2025
Meridial keeps this listing open to recruit all year. It is still open, but it isn’t a new opening.
What happens after you click Apply
- You leave AI Trainer HQ and go to Meridial’s own site.
- Apply to a listing
- Assessment
- Onboarding
How this pay compares
This job pays more than 3% of the 120 other finance & accounting jobs on the board that state pay; 98% pay more.
- This job
- $6/hrAs listed
- Median on Meridial
- $65/hrFrom 539 other paid jobs
- Median in finance & accounting
- $65/hrFrom 120 other paid jobs
Requirements
- Qualifications
- Not specified in the listing
- Languages
- English
- Equipment
- Computer with a reliable internet connection
About this job
Investment Operations Specialist
WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! 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.
WHAT WILL YOU BE DOING?
• Review and identify issues with potential fund lineups
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform
• Update, maintain, and review client data within CRM systems
• Ensure collaboration with all internal teams to meet expected timelines
• Support the creation and maintenance of written operating procedures related to assigned functions
REQUIREMENTS
The Necessities
• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions
• Demonstrate a high degree of organization and dependability
• Ability to prioritize tasks and manage client expectations
The Extras
• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)
US Eastern Time (8:30am - 5:30pm)
Rate: $6 per hour
Also listed in: Chile, India, Jamaica, Malaysia, Philippines. Meridial posts this role once per location. It is the same job, so we show it once.
Listing history
- First seen on our board
- (9 days ago)
- Posted by Meridial
- Last checked
- Source
- Greenhouse
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