
Back Office Operations Executive
5 days ago
We offer tailored wealth management solutions, providing investment advisory services since 2001.
Main Responsibilities:
- Manage day-to-day operational tasks in a wealth management firm, including account setup and maintenance.
- Process trades and verify client accounts for accuracy and timeliness.
- Support relationship managers with administrative tasks, ensuring smooth coordination with third-party vendors.
Requirements:
- Proficiency in back office operations
- Attention to detail and ability to handle multiple tasks efficiently
- Strong communication skills
- Bachelor's degree
Prior experience in a similar role is beneficial, but not mandatory. Knowledge of financial products, trading operations, and regulatory requirements would be advantageous.
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