Senior Financial Services Coordinator

5 days ago

Vellore, Tamil Nadu, India beBeeAccounting Full time ₹ 25,000
Job Title: Financial Operations Specialist

As a Financial Operations Specialist, you will play a crucial role in ensuring the seamless functioning of client accounts and back-office operations. Your responsibilities will encompass client onboarding, transaction management, trade settlements, financial record-keeping, and compliance with regulatory requirements.

Key Responsibilities:
  • Maintain and update client ledgers, tracking deposits, withdrawals, and trading margins.
  • Reconcile daily balances to ensure accuracy in client accounts.
  • Reconcile executed trades with exchange and back-office systems.
  • Calculate and record brokerage, statutory fees (GST, STT, SEBI charges, stamp duty), and other trade-related charges.
  • Generate detailed profit/loss reports for clients and provide charge breakdowns.
  • Deduct and record applicable taxes, ensuring accurate reporting to authorities.
  • Assist clients with capital gains accounting and generate tax-related reports.
  • Reconcile trading balances with bank accounts and back-office records, ensuring no discrepancies.
  • Ensure compliance with GST, TDS, and other tax-related obligations.
  • Reconcile bank accounts, client accounts, and trade settlements regularly.


Back Office Operations:
  • Manage the end-to-end client onboarding process, including KYC verification and account setup.
  • Process and record client pay-ins and pay-outs for trades.
  • Ensure timely completion of T+1/T+2 settlement obligations.
  • Reconcile daily trades with stock exchanges, ensuring accuracy in trade settlements.
  • Generate and distribute contract notes, trade confirmations, and margin reports to clients.
  • Process payouts and pay-ins of funds and securities within prescribed timelines.
  • Handle client queries related to trade execution, account balances, and discrepancies.
  • Maintain accurate records of all client transactions, corporate actions, and account activities.


Qualifications and Skills:
  • Educational Background: Bachelor's degree in Accounting, Finance, Commerce, or a related field.
  • Experience: 2+ years of experience in financial operations, preferably in stockbroking or financial services.
  • Proficiency in financial software and stock trading platforms.
  • Strong understanding of financial markets, settlement cycles, and regulatory requirements.
  • Knowledge of GST, TDS, and other tax-related compliance.
  • Excellent numerical skills and attention to detail.
  • Strong communication skills for client interactions.
  • Ability to manage deadlines and work under pressure.

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