Financial Services Specialist

1 week ago


Kottayam, Kerala, India beBeeExecutive Full time ₹ 12,00,000 - ₹ 16,00,000
Job Opportunity

We are seeking a highly skilled and experienced professional to join our team in a wealth management firm. This role involves handling day-to-day operational activities, account opening, onboarding, maintenance, trade execution and reconciliation, client reporting, and compliance support.

  • Accurate record-keeping and smooth coordination with custodians and vendors are essential for timely delivery of client and regulatory requirements.
  • Support relationship managers with administrative tasks and provide strong communication skills to ensure seamless collaboration within the team.

Key qualifications include proficiency in Back Office Operations, attention to detail, ability to handle multiple tasks efficiently, and capability of working independently and collaboratively within a team. A Bachelor's degree is required, and knowledge of financial products, investment operations, and compliance requirements would be beneficial. Prior experience in a similar role is preferred.



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