Company Overview

The organisation operates within the financial technology and digital wealth management sector, supporting technology-driven services that help customers and financial institutions administer investment-related activities.

Its operations involve digital investment platforms, portfolio administration, financial reporting and investment account services. The organisation focuses on operational accuracy, transparent financial information and dependable technology-enabled investment processes.

It seeks professionals who can combine financial services knowledge with strong administrative and analytical capabilities to support efficient digital wealth operations.

Role Summary

The Digital Wealth Operations Specialist will support the operational administration of digital investment services and wealth management platforms.

The role involves maintaining investment account records, coordinating portfolio administration activities, reviewing transaction information and supporting the accuracy of investment-related data. The successful candidate will work closely with investment operations, finance, compliance and technology teams to ensure that digital wealth services operate efficiently.

This position is operational in nature and does not require the individual to independently make investment decisions or provide regulated investment advice.

Key Responsibilities

• Support daily operational activities across digital wealth management and investment administration platforms.

• Maintain accurate investment account information and related customer records.

• Coordinate operational processing of investment-related transactions.

• Review transaction records to identify missing information or processing discrepancies.

• Assist with portfolio administration and investment account maintenance.

• Support reconciliation of investment positions, cash balances and transaction records.

• Monitor outstanding operational requests and coordinate their resolution.

• Prepare reports covering investment account activity and operational performance.

• Work with technology teams to investigate platform-related administration issues.

• Support the onboarding and maintenance of investment accounts in accordance with approved procedures.

• Maintain documentation relating to investment operations and account administration.

• Assist with periodic reviews of portfolio records and financial information.

• Coordinate with compliance teams when account activities require additional documentation or review.

• Identify opportunities to improve administrative workflows and reduce processing delays.

• Participate in testing new features and operational improvements across digital wealth platforms.

Requirements and Qualifications

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

• Previous experience in investment operations, wealth management administration, financial services or fintech.

• Understanding of investment accounts, portfolio administration and financial transaction processes.

• Familiarity with investment platforms, portfolio management systems or financial reporting tools.

• Knowledge of investment instruments such as equities, bonds and funds is advantageous.

• Understanding of account reconciliation and financial recordkeeping.

• Good Microsoft Excel skills and ability to work with financial datasets.

• Strong analytical and organisational abilities.

• Excellent attention to detail when handling investment information.

• Ability to manage multiple operational tasks and meet deadlines.

• Strong communication and stakeholder coordination skills.

• Ability to work independently in a remote professional environment.

Benefits

• Fully remote employment within Estonia.

• Opportunity to develop expertise in digital wealth management operations.

• Exposure to modern investment administration platforms and WealthTech solutions.

• Professional development within investment operations and financial technology.

• Collaboration with experienced financial services and technology specialists.

• Opportunity to contribute to improved investment administration processes.

• Supportive working environment with long-term career development opportunities.

Application Instructions

Applicants should submit an updated CV outlining their experience in wealth management, investment administration, financial operations or digital financial services. Candidates should highlight their knowledge of investment account administration, transaction processing, portfolio records and financial reporting.

Are you interested in this position?

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

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