JUNIOR OPERATIONS SPECIALIST

40.000.000 - 80.000.000
Simera


Simera Bogota, D.C., Capital District, Colombia Junior Operations Specialist Simera Bogota, D.C., Capital District, Colombia We are seeking a detail-oriented and proactive Junior Finance Operations Assistant to join our dynamic team in Bogotá. The ideal candidate will be a cornerstone of our operational efficiency, providing critical support in client onboarding, reporting, payment processing, and document management. This role is essential for maintaining strong relationships with our clients, primarily Financial Institutions and Financial Advisors, by ensuring seamless and compliant processes. If you are a highly organized professional with a passion for customer service and a drive for excellence, we encourage you to apply. Full Time Salary $1000 USD per month. Key Responsibilities Review and process new account opening documentation, ensuring full compliance with current regulatory standards. Manage and respond to custodian requirements for account openings, serving as a clear communication link for financial advisors. Receive, validate, and process client-submitted forms, including fund transfer requests and other related documents. Identify and resolve data entry errors, incomplete information, or discrepancies in documentation to ensure accuracy. Prepare, verify, and execute both domestic and international bank transfers with precision. Create, review, and distribute invoices for advisory fees and upload billing templates into our system. Download and manage monthly, quarterly, and annual reports from custodians to maintain updated records of client balances, portfolios, and billing. Register new clients on internal platforms and verify data across systems for reconciliation purposes. Verify client details, account numbers, and transfer instructions meticulously to prevent errors and delays. Qualifications: 1-2 years of professional experience in an operations, finance, or similar administrative role. Bilingual proficiency in English and Spanish (C1+ level or equivalent) is essential. Strong proficiency with the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Clear, professional, and effective verbal and written communication skills. Must be able to work in a hybrid model from our Bogotá office (3 days per week). A university degree in Business Administration, Finance, or a related field. Experience working directly with financial institutions, custodians, or financial advisors. A collaborative, problem-solving approach and a strong orientation toward client service. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance and Administrative Referrals increase your chances of interviewing at Simera by 2x Get notified about new Operational Specialist jobs in Bogota, D.C., Capital District, Colombia . Bogota, D.C., Capital District, Colombia 6 days ago Bogota, D.C., Capital District, Colombia 6 days ago Bogota, D.C., Capital District, Colombia 1 day ago Bogota, D.C., Capital District, Colombia 1 day ago Bogota, D.C., Capital District, Colombia COP2,300,000.00-COP2,700,000.00 2 weeks ago Bogota, D.C., Capital District, Colombia 1 week ago Bogota, D.C., Capital District, Colombia 1 day ago Bogota, D.C., Capital District, Colombia 4 months ago Bogota, D.C., Capital District, Colombia 3 weeks ago Bogota, D.C., Capital District, Colombia 1 week ago Bogota, D.C., Capital District, Colombia 2 months ago Bogota, D.C., Capital District, Colombia 3 days ago Bogota, D.C., Capital District, Colombia 1 month ago Bogota, D.C., Capital District, Colombia 8 months ago Bogota, D.C., Capital District, Colombia 3 weeks ago Bogota, D.C., Capital District, Colombia 1 week ago Bogota, D.C., Capital District, Colombia 3 days ago Bogota, D.C., Capital District, Colombia 2 days ago Bogota, D.C., Capital District, Colombia 5 days ago Senior Strategy & Operations Opportunities Bogota, D.C., Capital District, Colombia 4 days ago Bogota, D.C., Capital District, Colombia 1 month ago Bogota, D.C., Capital District, Colombia 4 days ago Bogota, D.C., Capital District, Colombia 4 months ago Bogota, D.C., Capital District, Colombia 1 month ago Bogota, D.C., Capital District, Colombia 2 weeks ago Bogota, D.C., Capital District, Colombia 2 days ago Bogota, D.C., Capital District, Colombia 5 months ago Bogota, D.C., Capital District, Colombia 5 days ago Bogota, D.C., Capital District, Colombia 2 weeks ago Bogota, D.C., Capital District, Colombia COP2,000,000.00-COP2,600,000.00 3 weeks ago Bogota, D.C., Capital District, Colombia $13.00-$15.00 1 week ago Bogota, D.C., Capital District, Colombia $600.00-$800.00 1 month ago Bogota, D.C., Capital District, Colombia 2 days ago Bogota, D.C., Capital District, Colombia 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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