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JUNIOR OPERATIONS SPECIALIST

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, portfol...


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