Overview
Our client is a TW-based technology and consulting firm delivering fintech solutions for offshore clients, including bespoke software development for portfolio management and related platforms. They’re now seeking a proactive, detail-oriented Operations Specialist to own day-to-day operational workflows and cross-functional coordination. You’ll work with internal teams and external partners to ensure smooth onboarding, account operations, transactions, and project delivery, with a path to independently owning core processes over time.
What you will do:
Own end-to-end onboarding and account opening across exchange, banking, and brokerage partners (documentation, KYB/KYC, verification, follow-ups).
Set up and configure partner accounts and financial venue access; establish and test third-party connectivity.
Maintain accurate, organized internal records and account documentation; ensure reconciliation and proper document control.
Support audit preparation, regulatory reviews, and related operational reporting as needed.
Support day-to-day booking and data workflows in the portfolio management system; reconcile discrepancies across connected systems.
Contribute to automation and process improvements to reduce manual work and improve scalability and reliability.
Coordinate with internal teams and external partners to track tasks, milestones, and deadlines and keep project delivery on track.
What you will need:
Bachelor’s degree in Business, Finance, or a related discipline with 3+ years of experience in operations, project coordination, or a similar role.
Highly organized with exceptional attention to detail; trusted to handle sensitive and confidential information with discretion.
Thrive in a fast-paced, startup-style environment; genuine interest in crypto is a strong plus (industry experience preferred).
Clear, proactive communicator and collaborative team partner.
Fluent in English; Mandarin is a plus.
