Back Office Associate - Financial Services

Wealth First Advisors Pvt. Ltd. is a boutique investment advisory firm founded in 2001, specializing in wealth management solutions for High Networth Individuals, Family Offices, Corporates, and Institutions. Our experienced leadership team, with over 300 years of combined expertise, offers personalized financial advice based on detailed research and data analysis. Located in Mumbai, our mission is to guide clients towards achieving their long-term financial goals through disciplined saving and strategic investments.

Role Description

This is a full-time on-location role for a Back Office Associate - Financial Services, in Mumbai. The Back Office Associate will be responsible for supporting back office operations, assisting and supporting business activities. Daily tasks include processing and executing transactions, coordinating with 3rd party vendors, maintaining and updating records, ensuring compliance with regulations, and communicating with RM's in response to execution of transactions.

Qualifications

• 1+ years experience in Back Office Operations
• Good English written and verbal communication skills
• Attention to detail and high-level of accuracy; proficient in Excel
• Ability to work independently and collaboratively
• Bachelor's degree in Commerce, Business Administration, or related fields is preferred
• Prior experience in the financial services industry is advantageous

Notes:

Kindly forward your profile via email to info@wealth-first.com