Financial Operations Coordinator

13 hours ago


Ellore, Andhra Pradesh, India beBeeOperations Full time ₹ 10,00,000 - ₹ 15,00,000

Wealth management involves handling day-to-day operational activities, including account opening, trade execution and reconciliation, client reporting, and compliance support. This role requires a high level of accuracy, coordination with custodians and vendors, and timely delivery of client and regulatory requirements.

Job Overview

This position is responsible for ensuring smooth operations in a wealth management firm. The ideal candidate will have experience in back office operations, attention to detail, and strong communication skills.

Key Responsibilities:
  • Operational support in a wealth management firm
  • Account opening, trade execution and reconciliation, client reporting, and compliance support
  • Ensuring accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements
Requirements:
  • 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

Prior experience in a similar role is preferred. Knowledge of financial products, investment operations, and compliance requirements would be beneficial.



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