Operations Team Member
4 days ago
**Company Name: The Legacy Custodians**
**Job Title**: Operations Team Member**Location**: Mumbai, India
**Company Overview**: We are establishing a family office in Mumbai dedicated to servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI). Our mission is to provide exceptional financial services and personalized solutions to our esteemed clients.
**Position Overview**: We are seeking a dedicated and detail-oriented individual to join our operations team. The primary responsibilities will include data updating on the Wealth Spectrum software and conducting KYC (Know Your Customer) checks for new clients.
**Key Responsibilities**:
- Update and maintain client data on the Wealth Spectrum software.
- Conduct thorough KYC checks for new clients to ensure compliance with regulatory requirements.
- Assist in the preparation of reports and documentation as needed.
- Collaborate with other team members to ensure smooth operations and client satisfaction.
**Qualifications**:
- Bachelor’s degree in finance, Business Administration, or a related field.
- Prior experience in operations, preferably within the financial services industry.
- Proficiency in using Wealth Spectrum software or similar financial software.
- Strong attention to detail and excellent organizational skills.
- Ability to work independently and as part of a team.
- Good communication skills.
Pay: ₹400,000.00 - ₹700,000.00 per year
**Experience**:
- total work: 4 years (preferred)
Work Location: In person
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