Senior Financial Operations Coordinator

18 hours ago

Shimoga, Karnataka, India beBeeFinancial Full time ₹ 1,50,000 - ₹ 2,50,000

Job Title: Senior Financial Operations Coordinator

About the Role

This is an exciting opportunity to join our team as a Senior Financial Operations Coordinator. As a key member of our organization, you will play a pivotal role in ensuring the smooth functioning of client accounts and financial operations.

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 P&L 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.
  • Coordinate with external auditors for internal and statutory audits.
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.
Required Skills and Qualifications

To be successful in this role, you should possess:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently under pressure.
  • Proficiency in MS Office, particularly Excel.
  • Familiarity with financial software and systems.
Benefits

We offer a competitive salary package, opportunities for career growth and development, and a dynamic work environment.

Others

Please note that we are an equal opportunities employer and welcome applications from diverse candidates.

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