Business Operations Specialist

5 days ago


Kollam, Kerala, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

Job Summary

We are seeking a seasoned professional to fill the role of Business Operations Specialist. As a key member of our team, you will be responsible for handling day-to-day operational activities in a wealth management firm.

The ideal candidate will have expertise in Back Office Operations, attention to detail, and the ability to handle multiple tasks efficiently.

S/he must be capable of working independently and collaboratively within a team, possess strong communication skills, and hold a Bachelor's degree.

Prior experience in a similar role is preferred, as is knowledge of financial products, investment operations, and compliance requirements.

Responsibilities

  • Account opening, onboarding, and maintenance
  • Trade execution and reconciliation
  • Client reporting and compliance support

Requirements

  • Proficiency in Back Office Operations
  • Attention to detail and multitasking abilities
  • Strong communication and teamwork skills
  • Bachelor's degree required
  • Prior experience in a similar role preferred
  • Knowledge of financial products, investment operations, and compliance requirements

About Us

We are a boutique Investment Advisory firm dedicated to providing tailored Wealth Management Solutions to High-Net-Worth Individuals, Family Offices, Corporates, and Institutions.



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