Back Office Assistant

3 days ago

Kharghar Navi Mumbai Maharashtra, India SDG & Associates Full time

Job Profile: Back Office Assistant

Company Overview: SDG & Associates is a leading financial advisory firm specializing in comprehensive financial services, including financial consultation, wealth advisory services, financial planning, tax consultation, and investment management. We are committed to providing personalized and strategic financial solutions to our clients.

Role and Responsibilities:
1. Back Office Operations:

- Execute and manage day-to-day back office operations related to investment and advisory services.
- Ensure accuracy and completeness of client documentation and records.
- Collaborate with other teams to streamline processes and improve overall efficiency.

2. Client Onboarding:

- Facilitate the onboarding process for new clients, ensuring all required documentation is collected and verified.
- Coordinate with different departments to ensure a smooth transition for clients joining the firm.
- Provide necessary information to clients regarding our services and procedures.

3. Client Servicing:

- Act as a point of contact for existing clients, addressing their queries and concerns promptly and professionally.
- Maintain strong relationships with clients to enhance their overall experience.
- Collaborate with advisory teams to provide clients with relevant updates and information.

4. Transaction Execution:

- Assist clients in executing investment transactions, ensuring accuracy and compliance with regulatory requirements.
- Coordinate with the operations team to process and confirm client transactions in a timely manner.
- Monitor and report any discrepancies or issues related to transactions.

5. New Client Acquisition Support:

- Support the business development team in acquiring new clients by providing necessary back office assistance.
- Assist in preparing presentations, proposals, and other materials for client meetings.
- Collaborate with the marketing team to implement strategies for client acquisition.

6.Data Management:

- Maintain accurate and up-to-date client information in the database.
- Generate reports and analyze data to support decision-making processes.

7. Team Collaboration:

- Collaborate with other team members within the organization to achieve overall business objectives.
- Participate in team meetings, training sessions, and knowledge-sharing activities.

8. Continuous Improvement:

- Identify opportunities for process improvement and efficiency enhancement within the Sales and back office operations.
- Stay updated on industry trends, regulations, and best practices.

9. Compliance:

- Ensure compliance with regulatory requirements and internal policies.

Qualifications and Skills:

- Bachelor's/HSC degree in finance, business administration, or related field.
- Organizational and multitasking abilities.
- Communication and interpersonal skills.

**Salary**: ₹8,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- Data entry: 1 year (preferred)
- total work: 1 year (preferred)

**Language**:

- English (preferred)

Ability to Commute:

- Kharghar, Navi Mumbai, Maharashtra (required)

Ability to Relocate:

- Kharghar, Navi Mumbai, Maharashtra: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 8976496757

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