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BriefCase

Administrative Executive Back Office Wealth Management Job in Vinsa Wealth LLP

Administrative Executive Back Office Wealth Management

Vinsa Wealth LLP 4+ weeks ago
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Job Summary

Job purpose:

Back office processing officer is responsible to provide documentation and technical support that will simplify the work of front office.

Duties and responsibilities:

  • Follow activity checklist for Back Office Executive thoroughly.
  • Responsible for effective delivery of wealth management service including client account openings.
  • Recording of orders.
  • Reconciliations of documents.
  • Mutual fund form filling and updating the system.
  • To manage Paying Pay out for wealth management services.
  • To generate MF, Equity & Equity PMS.
  • Ability to learn grasp new processes & systems
  • Ability to prioritize and organize tasks and work within timelines.
  • To update MIS/ERP on daily basis.
  • Email daily work sheet to reporting manager .
  • Update professional knowledge on regular basis.
  • Maintain inward/outward register for all documents exchanged with clients on daily basis.
  • To assist Managers.
  • Communication with Superiors, Peers, or Subordinates
  • Adherence to all company related policies
  • Any other tasks assigned by the management.
Minimum qualification requirement

Required - MF & Insurance Software skill with 1+ years experience

Required - High school or equivalent or higher education

Required - Located in Mumbai

Required - Good command over English,Hindi

Experience Required :

0 to 2 Years

Vacancy :

1 Hire

Skills Required :

Communication And Presentation Skill

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