Back Office Assistant
1 month ago
Back office - Operations
**Knowledge required**
**1. Finance Background ( Commerce in 11-12th standard)**
**2. Terminology of stock market/ mutual funds**
**3. Should be good in MS Office especially Excel**
**4. Communication**
**Days:
- 5 days working plus 2 Saturday’s a month for training which can be WFH also if online.**
**Timings:
- 9 AM to 5:00 PM**
**Location:
- Sector 65, Gurgaon**
**Profile would include:
- **
**1. Maintaining documents in desktop google drive**
**2. Maintaining data in excel of**
**-existing clients**
**- clients in pipeline**
**- login details of various portals of use**
**3. Kyc - indivdual/non individual documentation ( online and offline ) - client coordination for documents**
**- Opening online investment account by filling client information, OTPs**
**4. Brokerage reconciliation**
**5. Filings of documents - invoices purchase/ sale, bank statements**
**6. Coordination with CA for monthly filings**
**7. Trainings for mutual funds and insurances**
**8. Preparing plan for mutual funds as explained**
**9. Coordinating for payments with client for insurances/ investments**
**10. Use of partner desk for various reports**
**11. Taking out Portfolio valuation reports**
**12. Training clients on Use of mobile app**
**Job Types**: Full-time, Permanent
**Salary**: ₹15,000.00 - ₹20,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Morning shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
Application Question(s):
- Do you have your own vehicle and licence?
**Education**:
- Bachelor's (required)
**Experience**:
- Are you from the finance background: 1 year (required)
- total work in backoffice: 1 year (required)
- knowledge about Terminology of stock market & mutual funds: 1 year (required)
**Language**:
- English (required)
Ability to Commute:
- Gurugram, Haryana (required)
Ability to Relocate:
- Gurugram, Haryana: Relocate before starting work (preferred)
Work Location: In person
**Speak with the employer**
+91 9354220033
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