Back Office Executive

4 hours ago

Mumbai, Maharashtra, India Wealth First Advisors Pvt. Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Wealth First is a boutique Investment Advisory firm that has been providing tailored Wealth Management Solutions to High-Net-Worth Individuals, Family Offices, Corporates, and Institutions since 2001. With a leadership team composed of seasoned professionals from renowned financial institutions and corporates, Wealth First offers top-level engagement to help clients achieve their long-term financial goals. Our investment advice is based on detailed in-house research, data analysis, and a deep understanding of clients' financial health.

Role Description

This is a full-time on-site role for a Back Office Executive located in Mumbai. Responsible for handling day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support. To ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements while supporting the relationship managers with administrative tasks.

Skills & Qualifications

  • Bachelor's degree
  • Interested in Back Office Operations,
  • Attention to detail and ability to handle multiple tasks efficiently
  • Capable of working independently and collaboratively within a team
  • Strong communication skills.
  • Prior experience in a similar role is preferred

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