Back Office Associate

SPK Finserve is seeking a skilled and detail-oriented Backoffice Executive to support core functions spanning primariy in Investments and Insurance. This role is ideal for individuals with a strong understanding of mutual funds and health Insurance, looking to grow in a dynamic, multi-disciplinary environment.

Key Responsibilities

• Mutual Funds transaction execution and operations related task.
• Insurance Support Coordinate and track insurance policy issuance, renewals, endorsements, and claims.
• Liaise with clients, insurers, and TPAs for claim documentation and query resolution, valuation reports, etc.

Investment Transactions & OperationsSupport execution of investment instructions across mutual funds, bonds, and insurance-linked investments.

• Prepare investment summaries, client trackers, and MIS reports.
• Handle documentation for KYC, FATCA, mandates, and transaction forms.
• Follow up with AMCs and clients for approvals, NAVs, and discrepancies.

Required Skills & Qualifications:

• Educational Background: B.Com / M.Com / BBA / LLB / CS Executive / CA Inter or equivalent.
• Proficiency in MS Excel, Tax/GST portals, and MCA21.
• Ability to multitask and work under deadlines.

Preferred Traits:

• Detail-oriented with a proactive approach.
• Strong ethical grounding and confidentiality.
• Interest in learning across both legal and finance domains.

Why Join SPK Finserve?

• Work in a cross-functional role with exposure to both legal and financial domains.
• Mentorship by senior professionals in law, tax, and finance.
• Growth-oriented environment with opportunities to take on higher responsibilities.

How to Apply:

Please send your resume with the subject line “Application for Income Tax and Legal Associate – [Your Name]” to:

[email protected]

Job Types: Full-time, Permanent, Fresher

Pay: ₹10,000.00 - ₹15,000.00 per month

Education:

• Higher Secondary(12th Pass) (Preferred)

Experience:

• Insurance verification: 1 year (Preferred)
• MUTUAL FUNDS: 1 year (Preferred)

Language:

• English (Required)

Work Location: In person