Mba Finance

6 days ago

Ahmedabad Gujarat, India Swastik Placement Agency Full time

Requirements:

- Fluency in English,
- With a CFP/CFA/MBA(Finance) or any other financial qualifications,
- Interested in being part of a team supporting a US based financial advisory firm for support and para-planning functions

**Duties**:
The role of “Knowledge Integrator” would be assisting Wealth Managers and Financial Advisory firms in the US in their
- Daily Processes: Daily Operational tasks, Document management, Auditing Paperwork using different CRMs and software
- Compliance Department: Performing different audits
- Billing Department: Calculation of Fees and then assigning it
- Transitional tasks
- Portfolio Services: Portfolio assisting and management and trading
- Financial Planning: Feed the Data in Financial Planning software, generating reports and assistance in analysis as per the advisor’s requirement

**Salary**: ₹25,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

**Experience**:

- MBA FInance: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person

**Speak with the employer**

+91 7878889696

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