Company Overview

The organisation operates within the financial technology and digital wealth management industry, providing technology-enabled investment administration, portfolio information services, and digital financial management solutions. Its operations focus on improving investment administration, financial reporting, account servicing, and the delivery of efficient digital wealth management experiences.

Role Summary

The Digital Wealth Operations Specialist will coordinate operational activities supporting digital investment platforms and technology-driven wealth management services. The position involves monitoring investment account administration, reviewing portfolio-related transactions, coordinating financial reporting, and supporting the accuracy of investment records.

The successful candidate will work closely with investment operations, finance, compliance, and technology teams to ensure that wealth management processes are properly administered and supported by reliable financial information.

This role requires knowledge of investment operations, financial instruments, portfolio administration, and digital financial platforms.

Key Responsibilities

• Support the daily administration of digital wealth management and investment platforms.

• Monitor investment account activities and maintain accurate client portfolio records.

• Review investment transactions, subscriptions, redemptions, and account movements.

• Reconcile portfolio information against relevant financial and custody records.

• Monitor investment processing exceptions and coordinate their resolution.

• Assist with the preparation of portfolio statements and investment performance reports.

• Coordinate with custodians and financial service providers on operational matters.

• Support the administration of client investment account updates and documentation.

• Maintain records relating to investment transactions and portfolio adjustments.

• Assist with operational checks covering financial instruments and investment holdings.

• Identify inefficiencies in investment administration workflows and recommend improvements.

• Collaborate with compliance teams to support appropriate investment recordkeeping.

• Prepare periodic reports covering operational performance and outstanding issues.

Requirements and Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Investment Management, or a related discipline.

• At least three years of experience in investment operations, wealth management administration, or financial services.

• Understanding of investment products, portfolio administration, and financial instruments.

• Familiarity with digital investment platforms and financial account management systems.

• Knowledge of investment reconciliation and transaction processing.

• Understanding of securities administration and custody operations.

• Proficiency in Microsoft Excel and financial reporting tools.

• Strong analytical skills and numerical accuracy.

• Excellent organisational and documentation abilities.

• Ability to work effectively with distributed finance and operations teams.

• Professional proficiency in English.

Benefits

• Fully remote working arrangement within Estonia.

• Exposure to digital wealth management and investment technology.

• Opportunities to develop expertise in investment operations.

• Professional learning and career development opportunities.

• Collaborative international financial services environment.

• Opportunity to contribute to modern digital investment administration solutions.

Application Instructions

Interested applicants should submit an updated CV detailing their experience in investment operations, wealth management, portfolio administration, or financial services. Candidates should highlight their knowledge of investment transactions, reconciliation processes, and digital financial platforms.

Are you interested in this position?

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

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