Back Office Associate

2 weeks ago

New Town Kolkata West Bengal, India SPK FINSERVE PRIVATE LIMITED Full time

**SPK Finserve** is seeking a skilled and detail-oriented **Backoffice Executive** to support core functions spanning primariy in **Investments and Insurance**. This role is ideal for individuals with a strong understanding of mutual funds and health Insurance, looking to grow in a dynamic, multi-disciplinary environment.

Key Responsibilities
- Mutual Funds transaction execution and operations related task.
- Insurance Support Coordinate and track insurance policy issuance, renewals, endorsements, and claims.
- Liaise with clients, insurers, and TPAs for claim documentation and query resolution, valuation reports, etc.

Investment Transactions & OperationsSupport execution of investment instructions across mutual funds, bonds, and insurance-linked investments.
- Prepare investment summaries, client trackers, and MIS reports.
- Handle documentation for KYC, FATCA, mandates, and transaction forms.
- Follow up with AMCs and clients for approvals, NAVs, and discrepancies.

Required Skills & Qualifications:

- Educational Background: B.Com / M.Com / BBA / LLB / CS Executive / CA Inter or equivalent.
- Proficiency in MS Excel, Tax/GST portals, and MCA21.
- Ability to multitask and work under deadlines.

Preferred Traits:

- Detail-oriented with a proactive approach.
- Strong ethical grounding and confidentiality.
- Interest in learning across both legal and finance domains.

Why Join SPK Finserve?
- Work in a cross-functional role with exposure to both legal and financial domains.
- Mentorship by senior professionals in law, tax, and finance.
- Growth-oriented environment with opportunities to take on higher responsibilities.

How to Apply:
**Job Types**: Full-time, Permanent, Fresher

Pay: ₹10,000.00 - ₹14,000.00 per month

**Education**:

- Higher Secondary(12th Pass) (preferred)

**Experience**:

- Insurance verification: 1 year (preferred)
- MUTUAL FUNDS: 1 year (preferred)

**Language**:

- English (required)

Work Location: In person

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