Back Office Professional
5 days ago
About Us
Centric Wealth Advisors Llp is a leading investment and insurance advisory services company based in Gujarat, India.
Our Mission
We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.
The Role
This full-time position involves managing back office operations, including data entry, document processing, and record keeping. You will also be responsible for communication with clients and internal teams, customer service inquiries, and supporting the finance and sales departments.
Your Responsibilities
- Manage back office operations efficiently
- Process client information accurately
- Communicate effectively with clients and internal teams
- Provide excellent customer service
- Support finance and sales departments as needed
Requirements
- Strong knowledge of back office operations
- Excellent communication and interpersonal skills
- Customer service experience
- Basic understanding of finance and accounting principles
- Ability to work collaboratively in a team
- Attention to detail and accuracy
- Proficiency in MS Office and other relevant software
What We Offer
In this role, you can expect a competitive salary of approximately ₹250,000 - ₹300,000 per annum, depending on your qualifications and experience. Our company offers a dynamic and supportive work environment, opportunities for growth and development, and a chance to make a meaningful contribution to our clients' success.
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