Company Overview

The organization provides financial technology solutions and digital services that support institutional customers, business clients, and professional financial market participants. Its client service operations focus on delivering accurate information, maintaining reliable reporting processes, and supporting effective communication with institutional stakeholders.

The organization recognizes that professional clients require consistent reporting, transparent operational information, and dependable service coordination. It is seeking a specialist who can manage reporting activities, validate client-facing information, and support the delivery of high-quality institutional service.

Role Summary

The Institutional Client Reporting Specialist will coordinate the preparation, validation, and distribution of reports for institutional customers using the organization’s financial technology services. The role involves consolidating operational and financial information, reviewing reporting accuracy, managing recurring reporting schedules, and responding to client-related reporting requests.

The successful candidate will work with finance, operations, data, and relationship management teams to ensure that institutional reports are complete, consistent, and delivered within agreed timelines. This position requires strong reporting skills, professional communication, and an understanding of financial services operations.

Key Responsibilities

• Prepare and coordinate periodic reports for institutional customers and business partners.

• Consolidate financial, transaction, operational, and service-related information from approved internal systems.

• Validate report content to ensure accuracy, consistency, and completeness before distribution.

• Manage recurring reporting schedules and monitor delivery deadlines.

• Respond to institutional reporting requests and coordinate additional information with relevant departments.

• Investigate reporting discrepancies and work with internal teams to resolve identified issues.

• Maintain standardized reporting templates, documentation, and quality control procedures.

• Support the preparation of performance summaries, transaction activity reports, and operational service updates.

• Coordinate with relationship managers to understand client reporting requirements and service expectations.

• Identify opportunities to improve reporting workflows through automation and standardized processes.

• Maintain appropriate records of report preparation, validation, revisions, and distribution.

• Assist with internal reviews of reporting quality and service delivery performance.

Requirements and Qualifications

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

• Experience in financial reporting, institutional client services, business operations, or financial data management.

• Understanding of financial services reporting and the information requirements of institutional customers.

• Strong proficiency in Microsoft Excel and other reporting or spreadsheet applications.

• Familiarity with business intelligence platforms, reporting databases, or financial systems is beneficial.

• Ability to consolidate information from multiple sources and identify inconsistencies.

• Excellent written communication and professional business correspondence skills.

• Strong organizational skills and the ability to manage recurring reporting deadlines.

• High attention to detail and a commitment to maintaining accurate client information.

• Ability to work collaboratively with finance, operations, data, and relationship management teams.

• Experience in fintech, investment technology, banking, or institutional financial services is an advantage.

Benefits

• Fully remote working arrangement within Estonia.

• Opportunity to support institutional customers within a growing financial technology environment.

• Exposure to financial reporting, institutional service operations, and business performance information.

• Collaboration with finance, data, operations, and client relationship professionals.

• Opportunities to develop expertise in institutional reporting and financial services operations.

• A professional environment that values accuracy, client service, and continuous process improvement.

Application Instructions

Interested applicants should submit an up-to-date CV detailing relevant experience in financial reporting, institutional client services, or business operations. Candidates may highlight reporting systems, data validation processes, and client-facing responsibilities they have handled. Applications will be reviewed based on professional experience, reporting accuracy, communication skills, and suitability for a remote institutional support role.

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