Achieve Long-Term Financial Success

6 days ago

Aurangabad, Maharashtra, India beBeeWealth Full time ₹ 9,00,000 - ₹ 15,00,000
Operational Specialist

In the realm of wealth management, our primary focus is on delivering bespoke solutions to clients with unique financial objectives. Our boutique advisory firm has been dedicated to providing top-tier engagement to help clients achieve their long-term financial goals since its inception.

Our investment advice is predicated on in-depth research, thorough analysis of market trends, and a comprehensive understanding of clients' financial circumstances. As one of the most seasoned wealth management teams in the industry, we are committed to maximising clients' wealth and securing their financial futures.

This full-time role as an Operational Specialist entails handling day-to-day operational activities in a wealth management firm, encompassing account opening, trade execution, reconciliation, client reporting, and compliance support. The successful candidate will ensure accurate record-keeping, seamless coordination with custodians and vendors, and timely delivery of client and regulatory requirements.

The ideal candidate should possess expertise in back office operations, attention to detail, and the ability to handle multiple tasks efficiently. Strong communication skills and a collaborative mindset are also essential. A Bachelor's degree and prior experience in a similar role would be beneficial.

The selected individual will work closely with relationship managers to support administrative tasks and contribute to the overall success of our team.

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