Senior Financial Operations Specialist

4 days ago


Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000

**Wealth Management Expertise**

The role entails handling day-to-day operational activities in a wealth management firm, including account opening, onboarding, trade execution and reconciliation, client reporting, and compliance support. To ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements.

This position is ideal for individuals who are skilled in back office operations and possess strong communication skills.

  • Proficiency in back office operations
  • Attention to detail and ability to handle multiple tasks efficiently
  • Capable of working independently and collaboratively within a team
  • Strong communication skills
  • Bachelor's degree
  • Knowledge of financial products, investment operations, and compliance requirements would be beneficial


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