Back Office Associate

2 days ago

New Town Kolkata West Bengal, India SPK FINSERVE PRIVATE LIMITED Full time ₹ 10,000 - ₹ 1,50,000 per year

SPK Finserve is seeking a skilled and detail-oriented Backoffice Executive to support core functions spanning primariy in Investments and Insurance. This role is ideal for individuals with a strong understanding of mutual funds and health Insurance, looking to grow in a dynamic, multi-disciplinary environment.

Key Responsibilities

  • Mutual Funds transaction execution and operations related task.
  • Insurance Support Coordinate and track insurance policy issuance, renewals, endorsements, and claims.
  • Liaise with clients, insurers, and TPAs for claim documentation and query resolution, valuation reports, etc.

Investment Transactions & OperationsSupport execution of investment instructions across mutual funds, bonds, and insurance-linked investments.

  • Prepare investment summaries, client trackers, and MIS reports.
  • Handle documentation for KYC, FATCA, mandates, and transaction forms.
  • Follow up with AMCs and clients for approvals, NAVs, and discrepancies.

Required Skills & Qualifications:

  • Educational Background: B.Com / M.Com / BBA / LLB / CS Executive / CA Inter or equivalent.
  • Proficiency in MS Excel, Tax/GST portals, and MCA21.
  • Ability to multitask and work under deadlines.

Preferred Traits:

  • Detail-oriented with a proactive approach.
  • Strong ethical grounding and confidentiality.
  • Interest in learning across both legal and finance domains.

Why Join SPK Finserve?

  • Work in a cross-functional role with exposure to both legal and financial domains.
  • Mentorship by senior professionals in law, tax, and finance.
  • Growth-oriented environment with opportunities to take on higher responsibilities.

How to Apply:

Please send your resume with the subject line "Application for Income Tax and Legal Associate – [Your Name]" to:

Job Types: Full-time, Permanent, Fresher

Pay: ₹10, ₹15,000.00 per month

Education:

  • Higher Secondary(12th Pass) (Preferred)

Experience:

  • Insurance verification: 1 year (Preferred)
  • MUTUAL FUNDS: 1 year (Preferred)

Language:

  • English (Required)

Work Location: In person

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