Operational Excellence Specialist

2 weeks ago

Madurai, Tamil Nadu, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

Maximising Wealth with Operational Excellence

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Wealth management firms require meticulous operational support to ensure seamless client experiences. As a key member of the back-office team, you will be responsible for handling day-to-day activities including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.

Key Responsibilities:

  • Ensure accurate record-keeping and efficient coordination with custodians and vendors
  • Deliver timely results for client and regulatory requirements while supporting relationship managers with administrative tasks

Required Skills and Qualifications:

  • Proficiency in Back Office Operations
  • Attention to detail and ability to handle multiple tasks efficiently
  • Strong communication skills and collaborative mindset
  • Bachelor's degree
  • Prior experience in a similar role is preferred but not mandatory

Personal Qualities:

  • Independent work style with effective teamwork skills
  • Adaptability and flexibility in a fast-paced environment

Send your application with relevant documentation.

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