
Admin cum Back Office Executive
1 week ago
Position Overview
We are seeking a reliable and detail-oriented Admin cum Back Office Executive to manage administrative functions and back-office operations in our Personal Finance Professional Firm. The role involves handling office administration, client documentation, coordination with financial institutions, and providing operational support to advisors/relationship managers.
Key Responsibilities
1. Office Administration
- Manage day-to-day office activities including correspondence, filing, and record keeping.
- Handle incoming/outgoing calls, emails, and client inquiries.
- Maintain office supplies and ensure smooth office operations.
2. Back Office Operations
- Process client applications related to insurance, mutual funds, SIPs, loans, etc.
- Ensure accuracy and timely submission of KYC, policy, and investment documents.
- Maintain and update client data in CRM/Excel/software.
- Coordinate with banks, AMCs, insurance companies, and other financial institutions.
3. Client & Advisor Support
- Assist financial advisors/relationship managers in preparing client reports and presentations.
- Generate MIS reports, investment statements, and policy schedules.
- Send timely reminders to clients for SIP renewals, premium payments, and policy updates.
4. Compliance & Documentation
- Ensure adherence to SEBI, IRDAI, RBI and other regulatory guidelines.
- Safeguard confidential client information and maintain proper documentation.
- Prepare and maintain agreements, contracts, and compliance reports.
5. Reporting & Assistance
- Provide daily/weekly reports to management.
- Assist in financial accounting tasks like expense tracking and petty cash handling.
- Support in organizing client events, workshops, and training sessions.
Skills & Qualifications
- Graduate in Commerce/Finance/Management preferred.
- 13 years of experience in administration/back office (preferably BFSI/financial services).
- Proficiency in MS Office (Word, Excel, PowerPoint) and financial software.
- Strong organizational and multitasking abilities.
- Good communication skills (English, Hindi, Marathi preferred).
- Integrity, confidentiality, and ability to work independently.
What We Offer
- Competitive salary package.
- A collaborative and supportive work environment.
- Opportunities for professional growth and skill development.
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