Senior Financial Associate

4 days ago

Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

Job Summary

  • We are seeking a highly skilled professional to join our team as a Senior Financial Associate

This is an exciting opportunity for an experienced financial services expert to take on new challenges and contribute to the success of our organization.

About the Role

  • The Senior Financial Associate will be responsible for providing superior service to clients, members and key stakeholders by meeting service and quality standards.
  • The successful candidate will have excellent communication skills, both written and verbal, and be able to generate creative solutions to address problems.
  • They will also possess a sound knowledge of technical and compliance issues, understanding the relevant policies and legislation.

Key Responsibilities

  • Strategic Focus
  • Provide exceptional client service and meet service and quality standards.
  • Operational Management
  • Process and complete all operations administrative tasks efficiently.
  • Governance & Risk
  • Ensure compliance with all legislative, financial and fund specific procedures to minimize any risk to the business.

Requirements

  • 3-5 Years of experience in the financial services industry
  • Good understanding of relevant Superannuation legislation
  • Sound knowledge of MS Office and other software packages
  • Previous administration skills data entry / high volume type role, ideally in a financial service industry Accuracy and high attention to detail
  • Possess effective communication skills, both written and verbal
  • Generate creative solutions to address problems and commit to follow through
  • Possess a sound knowledge of technical and compliance issues, understanding the relevant policies and legislation

Desirable Attributes

  • Good investigation and problem-solving abilities. Ability to follow procedure documents and identify opportunities for process improvements.
  • Customer focused with the ability to collaborate with others to achieve desired outcomes.
  • Ability to prioritize and time manage multiple tasks to meet tight deadlines.

We offer a dynamic work environment, competitive salary and benefits package, and opportunities for professional growth and development.

If you are a motivated and experienced financial services professional looking for a new challenge, please submit your application today.

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