Finance Operations Associate

7 hours ago

Bengaluru Karnataka, India 4thoughts Finance Full time

Finance Operations Associate - Family Office

HSR, Bangalore

**Reporting To -**Senior Relationship Manager

**About the Role**

We are seeking a detail-oriented and proactive Accounts & Banking Operations Executive to join our Multi-Family Office team. This role is crucial in ensuring smooth coordination of banking operations, managing client documentation, and maintaining up-to-date records of cash flows for key high-net-worth families.

**Key Responsibilities**
- Maintain and track daily cash flow statements across multiple bank accounts for designated clients
- Coordinate with banks for operational activities including fund transfers, account openings, KYC updates, and other service requests
- Ensure timely documentation, scanning, and physical file management of banking and investment-related paperwork
- Liaise with clients and internal teams to handle service requests, document submissions, and banking compliance requirements
- Follow up on inward/outward remittances, standing instructions, and scheduled payments
- Prepare MIS reports and summary dashboards for internal review and client reporting
- Provide end-to-end support in managing operational activities for high-value transactions and sensitive client requirements
- Coordinate with custodians, bankers, legal advisors, and investment teams as needed for execution of instructions

**Required Qualifications & Skills**
- Minimum qualification: B.Com (Bachelor of Commerce)
- 2+ years of relevant experience in accounting, banking operations, or finance back-office
- Strong verbal and written communication skills in Hindi and English
- Proficiency in MS Excel and experience handling digital banking portals
- High level of integrity, confidentiality, and attention to detail
- Ability to multitask and manage timelines effectively in a client-centric environment

**Preferred Attributes**
- Experience working with wealth management firms, family offices, or private banking clients is a plus
- Comfortable working with high-net-worth individuals and managing sensitive data
- Understanding of basic accounting and financial documentation

**Compensation**

As per industry standards and based on experience.

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

Pay: ₹25,000.00 - ₹45,000.00 per month

**Benefits**:

- Food provided
- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

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