Accounts & Admin Executive - Investments

4 days ago


Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time ₹ 19,20,000 - ₹ 36,00,000 per year

Job Summary:

To support investment advisory business, client service, general office management, accounting, compliance, query resolution, reporting, etc. ensuring the practice runs smoothly and compliantly

Responsibilities and Duties:

  • Client onboarding including KYC, data gathering, documentation and registration

  • Setup Client Meetings, Prepare meeting notes and related follow ups

  • Track and follow up on inquiries as well as Initiate and track investment transactions

  • Monitoring and reporting of client reports, capital gains statement and CAS reconciliation

  • Track, follow up, communicate and solve client queries

  • Record keeping and maintain business and client's personal accounts in Tally

  • Maintain working sheets, checklist and assist in SEBI RIA compliance

  • Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction

Qualification:

  • Graduate/Postgraduate in any stream

Experience:

  • Minimum 2 years of Accounting and administration experience

  • Experience of working with Mutual Fund Distributor or Registered Investment Advisor or other investment intermediary or investment field is preferred

Key Skills:

  • Tally Accounting Software

  • MS Excel, MS Word, Email, Internet

Other:

  • Insurance benefits starts after 1 year

  • Part time / Flexible okay for experienced candidates

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

Pay: ₹15, ₹25,000.00 per month

Benefits:

  • Health insurance
  • Leave encashment
  • Life insurance
  • Paid time off

Application Question(s):

  • How far do you live from Shyamal Cross Roads (in km)?
  • Are you looking for a full time or a part time job?
  • Are you currently working? Please provide your current and expected CTC.

Experience:

  • Accounts and/or Administration: 2 years (Required)

Location:

  • Ahmedabad, Gujarat (Required)

Work Location: In person



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