Financial Operations Specialist

2 days ago


Kurnool, Andhra Pradesh, India beBeeBackOffice Full time ₹ 80,00,000 - ₹ 1,20,00,000
Job Description:

Our organization seeks a skilled professional to manage the day-to-day operational activities in a wealth management firm.

The ideal candidate will be responsible for account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.

They will also ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements.

Furthermore, they will support relationship managers with administrative tasks and contribute to the overall success of the team.

Requirements:
  • Proficiency in Back Office Operations
  • Attention to detail and ability to handle multiple tasks efficiently
  • Capability of working independently and collaboratively within a team
  • Strong communication skills
  • Bachelor's degree
  • Knowledge of financial products, investment operations, and compliance requirements preferred


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