Back Office Employee
2 weeks ago
Company Description
Centric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.
Role Description
This is a full-time on-site role for a Back Office Employee at Centric Wealth Advisors Llp. The Back Office Employee will be responsible for managing back office operations, including data entry, document processing, and record keeping. The role also involves communication with clients and internal teams, assisting with customer service inquiries, and supporting the finance and sales departments.
Qualifications
- Strong knowledge of back office operations
- Excellent communication skills
- Customer service experience
- Basic understanding of finance
- Ability to work collaboratively in a team
- Attention to detail and accuracy
- Proficiency in MS Office and other relevant software
- Prior experience in sales is a plus
- Bachelor's degree in Finance, Business Administration, or related field
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Ahmedabad, India Centric Wealth Advisors Llp Full timeCompany DescriptionCentric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.Role...
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Ahmedabad, India Centric Wealth Advisors Llp Full timeCompany DescriptionCentric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.Role...
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Ahmedabad, India Centric Wealth Advisors Llp Full timeCompany Description Centric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams. Role...
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Ahmedabad, India Centric Wealth Advisors Llp Full timeCompany Description Centric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams. Role...
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Ahmedabad, India Centric Wealth Advisors Llp Full timeCompany Description Centric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams. Role...
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ahmedabad, India Centric Wealth Advisors Llp Full timeCompany Description Centric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams. Role...
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ahmedabad, India Centric Wealth Advisors Llp Full timeCompany DescriptionCentric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.Role...
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