Back Office Executive

22 hours ago


Surat, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Executive Support Specialist

Wealth management firms require skilled professionals to manage day-to-day operations, ensuring seamless client service and regulatory compliance.

This role involves handling a range of tasks, including account maintenance, trade execution, and client reporting. The successful candidate will be responsible for:

  • Maintaining accurate records and databases
  • Coodinating with external vendors and custodians
  • Delivering timely reports to clients and regulatory bodies

To excel in this position, candidates should possess:

  • Strong administrative skills
  • Attention to detail and multitasking abilities
  • Able to work independently and collaboratively within a team
  • Excellent communication and interpersonal skills
  • Bachelor's degree
  • Prior experience in a similar role is preferred

The ideal candidate will have a strong understanding of back office operations, financial products, and compliance requirements. They will be able to work efficiently in a fast-paced environment and provide exceptional support to relationship managers and clients.

Key Requirements
  • Proficiency in Microsoft Office and other productivity tools
  • Ability to prioritize tasks and meet deadlines
  • Strong problem-solving and analytical skills


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