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Senior Operations Coordinator

2 weeks ago

Dombivli, Maharashtra, India beBeeBackOffice Full time ₹ 8,00,000 - ₹ 12,00,000

We are seeking a seasoned professional to join our wealth management team as an Operations Manager. The ideal candidate will be responsible for overseeing the day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.

This role involves handling a range of tasks, from ensuring accurate record-keeping to smooth coordination with custodians and vendors. The successful candidate will also provide administrative support to relationship managers, ensuring timely delivery of client and regulatory requirements.

  • Proficiency in Back Office Operations is essential, with a strong attention to detail and ability to handle multiple tasks efficiently.
  • The ability to work independently and collaboratively within a team is necessary, with strong communication skills crucial for success.
  • A Bachelor's degree is mandatory, with prior experience in a similar role preferred but not required.

About the Role: As an Operations Manager, you will play a key part in supporting the growth and success of our clients. You will have the opportunity to work closely with our experienced Wealth Management Team, leveraging your skills and expertise to deliver exceptional results.

Key Responsibilities:

  • Manage the day-to-day operations of the wealth management firm, ensuring seamless execution of trade executions and reconciliations.
  • Coordinate with custodians and vendors, ensuring smooth delivery of client and regulatory requirements.
  • Provide administrative support to relationship managers, ensuring accurate record-keeping and efficient task management.
  • Develop and implement process improvements, enhancing the efficiency and effectiveness of the operations function.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.