Back Office Assistant

About Us:
We are a growing financial advisory firm focused on delivering comprehensive wealth management, investment planning, and financial solutions to individuals and businesses. Our mission is to provide honest, research-backed advice that helps clients build and protect their wealth.

Key Responsibilities:

• Assist clients in planning and managing their investments across various financial products like Mutual Funds, Insurance, Bonds, etc.
• Prepare financial plans, reports, and presentations for client meetings.
• Support senior advisors in research, client communication, and documentation.
• Maintain client records, transaction data, and compliance files.
• Track market trends and product performance; assist in investment reviews.
• Coordinate with AMCs, insurers, and third-party providers for execution and servicing.

Skills & Requirements:

• Graduate in Finance, Commerce, or related fields (MBA/CFP/NISM certification is a plus).
• Strong communication and interpersonal skills.
• Good knowledge of financial products, markets, and tax concepts.
• Proficiency in MS Excel, Word, and financial planning tools.
• Attention to detail and ability to manage multiple tasks.

What We Offer:

• Opportunity to grow with a dynamic and ethical advisory practice.
• Client-facing exposure and mentorship from senior advisors.
• Learning environment with access to industry tools and knowledge.
• Competitive compensation and incentives.

Job Types: Full-time, Permanent, Fresher

Pay: ₹10,000.00 - ₹20,000.00 per month

Benefits:

• Leave encashment
• Paid sick time
• Paid time off

Schedule:

• Day shift
• Monday to Friday

Supplemental Pay:

• Commission pay
• Performance bonus
• Yearly bonus

Work Location: In person