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Back Office Executive

2 years

0 Lacs

Borivali, Mumbai, Maharashtra

Posted:1 week ago| Platform:

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Skills Required

Microsoft Word Google Suite Microsoft Excel Microsoft Office Finance Bachelor's degree Financial services Business Administration In-person Internship Communication skills

Work Mode

Remote

Job Type

Full Time

Job Description

We are seeking a detail-oriented and proactive Back Office Associate to join our dynamic team. The ideal candidate will be responsible for supporting day-to-day operational tasks and ensuring seamless coordination between clients, vendors, and internal departments. This role is essential to maintaining accuracy and efficiency in our financial services processes. Key Responsibilities: Handling documentation for insurance, mutual funds, equity, and loan processing. Maintaining client records and data within Google Suite. Coordinating with financial institutions for account setup, fund transfers, and transaction confirmations. Assisting in portfolio reporting and back-end compliance tasks. Ensuring all client queries and requests are processed in a timely and professional manner. Supporting digital transactions via our E-Wealth platform (SMS, app, calls). Preparing daily, weekly, and monthly reports for internal use. Requirements: Graduate in Commerce, Finance, or related field (B.Com/BBA preferred). 1–2 years of experience in financial services back office operations (freshers may also apply). Proficiency in MS Office (Excel, Word), and comfort with financial software/tools. Good communication skills and attention to detail. Ability to multitask and manage time effectively. Basic understanding of financial products like mutual funds, insurance, equity, and SIPs is an added advantage. Job Types: Full-time, Fresher, Internship Contract length: 6 months Pay: ₹7,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Commuter assistance Flexible schedule Health insurance Internet reimbursement Work from home Schedule: Day shift Fixed shift Morning shift Supplemental Pay: Commission pay Performance bonus Work Location: In person

More Jobs at Earnest and Enrich Financial Services

Back Office Executive

Borivali, Mumbai, Maharashtra

2.0 - 2.0 yrs
|

INR 0 - 0 Lacs

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