Financial Operations Specialist

1 week ago


Mangalore, Karnataka, India beBeeBackOffice Full time ₹ 90,00,000 - ₹ 1,20,00,000

Wealth management firms provide tailored solutions to high-net-worth individuals, family offices, corporates, and institutions.

Job Role

The Back Office Executive plays a crucial role in handling day-to-day operational activities, including account opening, onboarding, trade execution and reconciliation, client reporting, and compliance support.

Key Responsibilities:
  • Ensure back office operations are executed with accuracy and efficiency.
  • Accurate record-keeping and coordination with custodians and vendors is essential.
  • Administrative tasks must be completed effectively to support relationship managers.
  • Client and regulatory requirements must be met in a timely manner.
Requirements:
  • Strong proficiency in back office operations is necessary.
  • Attention to detail and the ability to handle multiple tasks efficiently is vital.
  • Effective communication skills are required.
  • A Bachelor's degree is the minimum educational requirement.

Prior experience in a similar role can be beneficial. Knowledge of financial products and investment operations would be advantageous.



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