Operations Coordinator

5 days ago


Thāne, Maharashtra, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,20,00,000
Operations Coordinator

Wealth management is a bespoke solution designed to meet the financial needs of high-net-worth individuals, family offices, corporates and institutions. Wealth First has been delivering innovative wealth management solutions since 2001.

Our expertise lies in providing meticulous research, data-driven insights, and an in-depth understanding of clients' financial health. We boast one of the most experienced wealth management teams in India, dedicated to maximising clients' wealth and ensuring their financial future.

This is a full-time on-site role for an operations coordinator located in Thane. The ideal candidate will be responsible for handling day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.

  • Proficiency in back-office operations.
  • Attention to detail and ability to handle multiple tasks efficiently.
  • Capable of working independently and collaboratively within a team.
  • Strong communication skills.
  • Bachelor's degree.
  • Knowledge of financial products, investment operations, and compliance requirements would be preferred.
  • Prior experience in a similar role is preferred.

Further Information:

  • This position requires a strong focus on efficiency, accuracy and productivity.
  • The successful candidate will have excellent problem-solving skills and the ability to work under pressure.
  • A career with us offers opportunities for growth and professional development.


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