Centric Wealth Advisors Llp | Back Office Employee | ahmedabad

1 week ago

Ahmedabad, India Centric Wealth Advisors Llp Full time
Company 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 DescriptionThis 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.

QualificationsStrong knowledge of back office operationsExcellent communication skillsCustomer service experienceBasic understanding of financeAbility to work collaboratively in a teamAttention to detail and accuracyProficiency in MS Office and other relevant softwarePrior experience in sales is a plusBachelor's degree in Finance, Business Administration, or related field

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