
Financial Operations Coordinator
5 days ago
We seek a skilled professional to join our team in Mumbai, responsible for handling day-to-day operational activities in a wealth management firm.
The successful candidate will be responsible for account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support while ensuring accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements.
This role requires the ability to work independently and collaboratively within a team, with strong communication skills and attention to detail.
A Bachelor's degree is required, and prior experience in a similar role is preferred. Knowledge of financial products, investment operations, and compliance requirements would be an added advantage.
Key Responsibilities:- Account opening and maintenance
- Trade execution and reconciliation
- Client reporting and compliance support
- Bachelor's degree
- Prior experience in a similar role
- Knowledge of financial products and compliance requirements
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