Operational Management Professional

4 days ago


Agra, Uttar Pradesh, India beBeeBackOffice Full time ₹ 50,00,000 - ₹ 1,00,00,000
Key Positions

In our organization, this role plays a vital part in the day-to-day operational activities of a wealth management firm. The selected candidate will be responsible for handling various tasks including account opening, client onboarding and maintenance, trade execution, reconciliation, client reporting, and compliance support.

Key Responsibilities
  • Effective administration of daily operations in a wealth management setting.
  • Account opening and maintenance, including accurate record-keeping and timely delivery of client requirements.
  • Trade execution and reconciliation to ensure seamless transactions.
  • Client reporting and compliance support to meet regulatory needs.
Requirements
  • Strong proficiency in back office operations.
  • Excellent attention to detail and multitasking abilities.
  • Ability to work independently and collaboratively within a team.
  • Effective communication skills for successful relationship management.
  • Bachelor's degree as minimum qualification.
  • Prior experience in a similar role is preferred.
Preferred Skills
  • Knowledge of financial products and investment operations.
  • Familiarity with compliance requirements and regulations.


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