Admin cum Back Office Executive

1 week ago

Solapur, Maharashtra, India Innovative Capital Services Full time ₹ 2,00,000 - ₹ 6,00,000 per year

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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