(Crypto) Operation Specialist
AI Summary
Manages end-to-end onboarding and operational integration of crypto exchange, banking, and brokerage partners, including account setup, KYC/KYB, and third-party connectivity. Supports portfolio management system workflows, data reconciliation, audit preparation, and cross-functional collaboration in a fintech environment.
About this role
Responsibilities
Business Partners Onboarding
● Manage end-to-end account opening across multiple exchange, banking, and brokerage partners, ensuring seamless operational integration.
● Coordinate with stakeholders to collect documentation, complete KYB / KYC and verification requirements, and ensure timely follow-ups.
● Set up and configure accounts across partner platforms and financial venues; establish and test third-party connectivity.
● Contribute to process improvements and support automation initiatives to drive efficiency and scalability.
Operations Support & Documentation
● Maintain organized, reconciled internal records and account documentation.
● Support audit preparations, regulatory reviews, and documentation control as needed.
● Contribute to process improvements and support automation initiatives to drive efficiency and scalability.
Platform Operations & Automation
● Support day-to-day booking and data workflows within the portfolio management system.
● Help maintain data accuracy and reconcile discrepancies across connected systems.
● Contribute to PMS automation to reduce manual work and improve reliability.
Cross-Functional Collaboration
● Collaborate with cross-functional teams and third-party partners to facilitate smooth project execution.
● Monitor progress on assigned tasks and assist in ensuring milestones and deadlines are met across stakeholders.
Requirements
● Bachelor's degree in Business, Finance, or a related field.
● 3-5 years of experience in operations or project management.
● Strong organizational skills with keen attention to detail; reliable and discreet with sensitive, confidential material.
● Comfortable working in a fast-paced, startup-like environment. Passionate about crypto, industry experience is highly preferred.
● Proactive communicator and team player.
● Fluent in English; additional languages (Mandarin) a plus
Skills
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