Financial Operations Specialist

1 day ago


Belgaum, Karnataka, India beBeeOperations Full time ₹ 8,00,000 - ₹ 12,00,000
Financial Operations Specialist

We are seeking an accomplished Financial Operations Specialist to join our team. In this role, you will be responsible for handling day-to-day operations in a wealth management firm.

Key responsibilities include account opening, onboarding, and maintenance, as well as trade execution and reconciliation.

You will also provide client reporting and compliance support, ensuring accurate record-keeping and smooth coordination with custodians and vendors.

Requirements
  • Proficiency in back office operations
  • Attention to detail and ability to handle multiple tasks efficiently
  • Strong communication skills
  • Bachelor's degree
  • Knowledge of financial products, investment operations, and compliance requirements is preferred

Why You Will Thrive:

  • Opportunity to work in a dynamic and growth-oriented environment
  • Collaborative team atmosphere
  • Professional development opportunities


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