Financial Planning Admin

2 months ago

Bengaluru, India Valenta BPO Full time

Financial Planning Admin

FULL TIME | VALENTA AI | INDIA

**Job Information**:
Industry

Financial Services

Current Openings

1

Salary

As per market standards

City

Bangalore North

State/Province

Karnataka

Zip/Postal Code

560024

**Knowledge & Skills**
- Ability to deal with ambiguity.
- Customer centric approach and ensure that customers are serviced well.
- Detail-oriented with ability to prioritize and organize workflow.
- Self-starter and able to work independently.
- Flexible and willing to perform other tasks as assigned.
- Superior interpersonal, organizational and client service skills
Ability to work in a fast-paced, high-intensity work environment.**Role Dimensions**
- Obtaining information and liaising with clients pursuant to administrative duties.
- Carrying out online checks to verify identity and PEP/Sanction inclusion - will be taught this.
- Pre-compliance (binder) checks for completeness - check items are in the binder and deal with the admin aspect of binders
- Ad-hoc queries technical and non-technical are dealt with on plans
- Dealing with claims - death / change of address and other ad-hoc administrative elements.
- Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc.
- Work on marketing collateral.
- Responding to clients regarding their queries.
- Prepare correspondence and paperwork for advisors.
- Preparing and maintaining documents and client files in accordance with FINRA and SEC requirements.
- Manage firm website, CRM, custodian statements, social media sites etc.
- Perform other allowable duties as assigned by the advisors and paraplanners.
- Assisting the clients with client presentations and any other activities as agreed.
The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.**Requirements**:
**Minimum Requirements**:

- B. Com /B.Sc./ MBA
- 1-2 Years of experience in Financial Services. Knowledge in UK market is an added advantage.

Excellent Communication and presentation skills.**Benefits**:
**Benefits:

- **
- Gain exposure by working directly with global clients
- Flexible working options
- International relocation & travel opportunities
- Professional Development & career progression
Experience fantastic culture & sense of purpose**Disclaimer:

- **Please send in your CV to**
*

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