Admin & Operations

Overview
We are seeking a detail-oriented and proactive Operations Associate to join our dynamic team. The ideal candidate will play a crucial role in ensuring the smooth operation of our office by providing essential administrative support. This position requires a blend of organisational skills, computer proficiency, and effective communication abilities to enhance our operational efficiency.

I am looking for Office Admin and Mutual Fund Operations Executive.
This is a work from office opportunity 9AM to 6PM Monday to Saturday.

This job has 2 functions:
1. Office Admin & Accounts- Office Maintenance, Upkeep, Documentation- Pick up & Drop to Bank or Clients for Cheques or Documents- Scan & Reconcile: Invoices, Bills, CC, SB, CA, Insurance, etc

2. Operations Assistant
- Client Operations - documents, database, KYC, COB, account opening, transactions- Office Operations - Google drive, folders, policies,- Data Gathering & Reconciliations - Income, AUM, Monthly Portfolio Reports, Client Review Reports

Duties

• Assist with daily office operations, ensuring all tasks are completed efficiently and effectively.
• Perform data entry tasks accurately and in a timely manner to maintain up-to-date records.
• Manage incoming calls with professionalism, demonstrating excellent phone etiquette.
• Utilise Microsoft Office and Google Workspace to create documents, spreadsheets, and presentations as needed.
• Maintain organised filing systems for both physical and digital documents.
• Support financial processes by managing invoices and transactions using QuickBooks.
• Collaborate with team members to streamline administrative processes and improve overall productivity.
• Provide clerical support including typing correspondence and preparing reports.

Skills

• Previous office experience is essential for understanding the demands of an administrative role.
• Strong computer skills, particularly in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace applications.
• Demonstrated administrative experience with a focus on organisation and efficiency.
• Excellent phone etiquette to ensure professional communication with clients and stakeholders.
• Outstanding organisational skills to manage multiple tasks effectively while maintaining attention to detail.
• Proficient typing skills for efficient data entry and document preparation.
• Familiarity with QuickBooks is advantageous for managing financial records.
• Experience in clerical roles will be beneficial for performing various administrative tasks. We invite motivated individuals who are eager to contribute to our team's success while developing their skills in a supportive environment to apply for this exciting opportunity as an Operations Associate.

Job Types: Full-time, Permanent

Pay: ₹27,500.00 - ₹37,500.00 per month

Benefits:

• Paid sick time

Experience:

• mutual funds: 1 year (Preferred)
• Financial services: 1 year (Preferred)
• Wealth management: 1 year (Preferred)

Location:

• Sadashivanagar, Bengaluru, Karnataka (Preferred)

Work Location: In person