Investment Operations Specialist - Freelance Project

JamaicaPosted 26 days ago

Role Overview

Agency is hiring a Investment Operations Specialist - Freelance Project. This is a contract role in Jamaica. posted 3 weeks ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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JiraSalesforceZendeskOROnboardingComplianceERISAInvestment

Job description

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

About Agency

Agency

agency.ai

On-site

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Frequently Asked Questions

How do I apply for the Investment Operations Specialist - Freelance Project position at Agency?

Use the Apply button above to submit your application directly to Agency. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Investment Operations Specialist - Freelance Project position at Agency located?

This position is based in Jamaica. Agency has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Investment Operations Specialist - Freelance Project at Agency earn?

Agency has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Investment Operations Specialist - Freelance Project role at Agency posted?

This role was posted on June 26, 2026 (26 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.