Custody Operations Specialist – Freelance Project
$5/hr
Remote finance contract with Invisible, $5/hr, open to people in Philippines, Malaysia, India and 2 more countries. Posted Oct 22, 2025.
$5/hr
Apply on InvisibleThis post is over a year old. It was still on Invisible's site on Nov 6, 2026, so it is listed here, but it may be a standing pool rather than a project starting now. Expect a wait after you apply.
Is this job worth applying to?
- Pay
- Below typicalTops out at $5/hr. The typical top rate across 145 priced finance listings is $100/hr.
- Getting in
- Some screeningVaries; several days to weeks. Expertise or language fluency matching a listed project.
- Steady work
- Work is patchyHours can be very low.
- Payout record
- Pays on timeSchedule: varies by project. Payment method not published.
- Freshness
- Over a year oldPosted over a year ago. Still listed on Invisible on Nov 6, 2026.
- Where you live
- Named countries onlyOpen in Philippines, Malaysia, India and 2 more.
The job description
Custody Operations Specialist
WHO ARE WE LOOKING FOR? We are looking for a Custody 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 record cash and in-kind asset transfers in the trust accounting system
- Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
- Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines
- Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform
- Coordinate with receiving record keepers, to liquidate and transfer plan assets from 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, and ETFs trade and settle
- Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations
- Demonstrate an affinity for learning, creating, and iterating rapidly
- 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 (7:30am - 4:30pm)
$5 per Hour
How do you apply to Invisible?
Apply on Invisible
The Apply button opens this post on Invisible's own site. You apply with them, not with Rubric. Timing: varies; several days to weeks.
Get through screening
What Invisible asks for after you apply:
- Browse open projects on Meridial
- Join the network and complete your profile, including country
- Take the skills assessment or interview for the project
- Wait to be matched and onboarded to a project team
Start work and get paid
Pay schedule: varies by project. Ask how they pay you, too. You're paid for the work they hand out, not a fixed salary.
Invisible also needs
- Expertise or language fluency matching a listed project
- Reliable internet
Red flags
- Red flagClients or projects disappearing for months with no update
- Red flagSudden project cancellations
What is Invisible like to work for?
AI training and operations company that hires freelance AI trainers through its Meridial expert network, mostly onto team-based projects.
| Advertised pay | $6–65/hr |
|---|---|
| Getting in | Some screening |
| Application takes | Varies; several days to weeks |
| How you get paid | Varies by project |
| Payout record | Pays on time |
| Countries | Each listing names the countries it accepts, some covering about 145 countries. Invisible has posted India-only roles (coding, Telugu, Tamil, Marathi, Hindi), with pay adjusted by location. |
Listings show $6–65/hr and the rate depends on your country; many entry projects pay around $15–25/hr.
