Remote Investment Operations Specialist

Jobgether SRL; United States; Remote; USD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Life and accident insurance

Retirement savings programs

Tuition reimbursement

Remote work environment

Professional development

Inclusive workplace & accommodations

Exposure to process improvement and IT

Job summary

Jobgether SRL is seeking a detail‑oriented operations professional for a fully remote role in the United States. You will process service requests, coordinate documentation, and respond to stakeholder inquiries, while analyzing data to identify improvements and risks. The ideal candidate has 2–3 years of related experience and strong Excel and communication skills. This is a full‑time remote position offering growth opportunities.

Qualifications

• 2–3 years of relevant professional experience, ideally with post-secondary education in a related field.
• Good knowledge of technology systems and tools, with ability to learn new systems quickly.
• Understanding of business-unit products, services, processes, operations controls, risks, and regulatory requirements.
• Strong customer-service skills and ability to respond effectively to stakeholder needs.
• Proficiency in Word, Excel, and PowerPoint.

Responsibilities

• Process service requests, transactions, inquiries, and operational activities within SLA.
• Collect, organize, validate, and reconcile information and documentation for accuracy and compliance.
• Provide accurate, consistent responses to internal and external stakeholder questions.
• Analyze operational data to identify trends and provide insights.
• Collaborate with stakeholders to meet business objectives and maintain relationships.
• Support change initiatives and implement new processes and systems.
• Develop operational tools, training materials, and initiatives to improve outcomes.
• Serve as a resource for less experienced colleagues and manage escalated requests.

Skills

Customer service

Microsoft Word

Microsoft Excel

PowerPoint

Analytical thinking

Problem solving

Communication

Time management

Team collaboration

Independent work

Detail oriented

Adaptability

Investment operations knowledge

Education

Post-secondary education in related field

Tools

Microsoft Office suite

Job description

Jobgether SRL is seeking a detail‑oriented operations professional for a fully remote role in the United States. You will process service requests, coordinate documentation, and respond to stakeholder inquiries, while analyzing data to identify improvements and risks. The ideal candidate has 2–3 years of related experience and strong Excel and communication skills. This is a full‑time remote position offering growth opportunities.