Admin & Accounts Executive

10 hours ago

Sadashivanagar Bengaluru Karnataka, India Your Personal CFO Full time

**Job Title: Accounts & Admin Executive**

Location: 403, Redifice Strada, Sadashivnagar, Bangalore 560080 (at Mekhri Circle) Experience: 0-3 years (Freshers CANNOT apply)Qualification: B.Com / M.Com (preferred)

**About Dyota Solutions**:
Dyota Solutions is a SEBI Registered Investor Advisor (RIA), focused on financial planning and retirement advisory solutions to help individuals and families achieve their financial goals through tailored strategies and expert guidance. Our approach is rooted in professionalism, integrity, and operational excellence. We strive to deliver insightful, transparent, and efficient financial solutions that empower our clients to make confident decisions and build lasting financial success.

**Role Overview**:
We are looking for a proactive Accounts & Admin Executive to manage day-to-day office operations, handle basic accounting tasks, ensure smooth customer coordination, and maintain important documentation and records. The role also involves occasional external tasks such as bank visits.

**Key Responsibilities**:
**Administrative & Customer Coordination**:

- Manage general office operations.
- Maintain office documentation and records.
- Coordinate with customers for queries, follow-ups, and support.
- Assist in organizing meetings, events, and travel arrangements.

**Accounting / Finance**:

- Maintain basic financial records.
- Track expenses, invoices, and payments.
- Assist in bank transactions and deposits as required.

**Operational Support**:

- Run occasional errands, including bank visits or document handling.

**Key Skills & Attributes**:

- Basic accounting knowledge and record-keeping
- Strong organizational and multitasking skills
- Proactive, reliable, and able to handle tasks independently
- Good communication and interpersonal skills

**Why Join Dyota Solutions?**
- Exposure to finance, office operations, customer coordination, and documentation responsibilities
- Dynamic work environment with learning opportunities
- Hands-on experience in multiple functional areas of a growing firm

**How to Apply**:Send your resume to

I am looking for an Office Admin and Mutual Fund Operations Executive.

This is a work from office opportunity 9AM to 6PM Monday to Saturday.

This job has 2 functions:
1. Office Admin & Accounts
- Scan & Reconcile: Invoices, Bills, CC, SB, CA, Insurance, etc

2. Operations Assistant
- Client Operations - documents, database, KYC, COB, account opening
- Office Operations - Google drive, folders, policies,

**Job Types**: Full-time, Permanent

Work Location: In person

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