Back Office Operations Executive

2 days ago


Coimbatore, Tamil Nadu, India beBeeOpportunity Full time ₹ 12,00,000 - ₹ 17,00,000

Unlock a challenging role as an Executive in our Back Office team

About the Job

We are seeking an experienced and skilled professional to join our Wealth Management team. As a Back Office Executive, you will play a crucial part in ensuring the smooth day-to-day operations of our firm. Your responsibilities will include account opening and maintenance, trade execution and reconciliation, client reporting, and compliance support.

Your Key Responsibilities

  • Operational Excellence: Handle day-to-day activities with attention to detail and efficiency.
  • Team Collaboration: Work independently and collaboratively within a dynamic team environment.
  • Client Support: Provide timely delivery of client and regulatory requirements while supporting relationship managers with administrative tasks.
  • Compliance: Ensure accurate record-keeping and smooth coordination with custodians and vendors.

Requirements

  • Education: Bachelor's degree required.
  • Skills: Proficiency in back office operations, strong communication skills, and ability to handle multiple tasks efficiently.
  • Experience: Prior experience in a similar role preferred.
  • Knowledge: Familiarity with financial products, investment operations, and compliance requirements desirable.

Benefits

This is a full-time on-site role located in Mumbai, offering a stimulating work environment and opportunities for growth and development.



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