Wealth Operations Specialist

1 week ago


Vadodara, Gujarat, India beBeeBackOffice Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Overview

We are seeking a skilled professional to handle day-to-day operations in a wealth management firm.

The ideal candidate will have expertise in back office operations, attention to detail, and ability to multitask efficiently.

Key Responsibilities:
  • Manage account opening, onboarding, and maintenance, trade execution and reconciliation, client reporting, and compliance support.
  • Ensure accurate record-keeping, smooth coordination with service providers, and timely delivery of client and regulatory requirements.
  • Support relationship managers with administrative tasks.
Requirements:
  • Proficiency in back office operations is essential.
  • Strong analytical skills and attention to detail.
  • Ability to work independently and collaboratively within a team.
  • Excellent communication and interpersonal skills.
  • Bachelor's degree in a relevant field.
  • Prior experience in a similar role is preferred.


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