Company Overview

The organisation operates in digital financial services, supporting technology-enabled investment products and online wealth management solutions. Its operational focus is on maintaining accurate investment records, reliable transaction processing and consistent service delivery across digital investment workflows.

Role Summary

The Digital Investment Operations Specialist will support the day-to-day operation of digital investing products, ensuring investment transactions, account records and portfolio information are processed accurately and efficiently. The role combines operational controls, reconciliation, exception management and coordination with technology and customer support teams.

This position is suited to a detail-oriented professional who understands financial operations and is comfortable working with digital platforms and structured financial data.

Key Responsibilities

• Monitor investment account activity and review transactions for accuracy and completeness.

• Perform reconciliations across internal records, transaction reports and relevant third-party data sources.

• Investigate discrepancies involving account balances, investment transactions and portfolio valuations.

• Maintain operational records and prepare routine reports on transaction volumes, exceptions and processing outcomes.

• Coordinate with product, engineering, compliance and customer support teams to resolve operational issues.

• Assist with the implementation and testing of improved investment operations procedures.

• Support the maintenance of documented controls and procedures for operational risk management.

• Identify recurring processing issues and recommend improvements to workflows and data quality.

Requirements and Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration or a related field.

• Two or more years of experience in financial operations, investment administration, payments or transaction processing.

• Understanding of investment accounts, securities transactions, portfolio records and reconciliation principles.

• Strong Excel skills and confidence working with financial reporting systems or operational dashboards.

• High attention to detail and the ability to investigate discrepancies systematically.

• Good written and verbal communication skills.

• Ability to manage deadlines, protect confidential information and work independently in a remote environment.

Benefits

• Remote working arrangement within Estonia.

• Competitive compensation aligned with experience and role requirements.

• Opportunities to develop expertise in investment operations and WealthTech.

• Access to professional learning and development opportunities.

• A structured, collaborative environment focused on operational accuracy and continuous improvement.

Application Instructions

Candidates should provide an up-to-date CV and a short cover letter describing their financial operations experience, reconciliation skills and familiarity with digital investment platforms. Applications should include relevant examples of process improvements or operational responsibilities where possible.

Are you interested in this position?

Apply by clicking on the “Apply Now” Button below!

#JobsHubEstonia #GlobalRecruitment
#CareerOpportunities #HiringNow
#JobSeekersNetwork #EstoniaJobs
#RecruitmentServices #EmploymentPortal.