Executive - Accounts & Admin

ABOUT US:

Wise Finserv is a leading financial services company in India, providing customized investment solutions to HNI and UHNI clients. Our services include investment advisory, portfolio management, tax planning, insurance, and retirement planning. We prioritize integrity and transparency, empowering clients with informed financial decisions. Currently, we manage 25,000+ clients globally, with an AUM exceeding 8,000 crores.

ROLE OVERVIEW:

Executive – Accounts & Administration

KEY RESPONSIBILITIES:

1) Financial Compliance Support

• Assist in

  GST return filings (GSTR-1, GSTR-3B, Annual Returns)

  and

  Income Tax Returns (ITR)

  using appropriate software
• Handle

  TDS calculations, deductions, and quarterly filings

• Maintain

  books of accounts, ledgers, and supporting documents

  in coordination with the central accounts team
• Stay updated on taxation timelines and requirements to ensure branch compliance

2) Branch Administration

• Ensure

  day-to-day operational tasks

  are well-managed, including
  branch cleanliness, stationery, and other facility-related needs
• Maintain inventory and coordinate with vendors when required
• Support in documentation, record-keeping, courier management, and audit preparation

3) Data Reporting

• Maintain relevant data in

  Tally ERP and Excel

  for internal tracking
• Share timely updates and MIS reports with the taxation team and branch head

IDEAL PROFILE:

• Graduate in Commerce, Accounting, or Finance

• Proficient in

  GST & ITR filing basics

• Working knowledge of

  Tally ERP and Microsoft Excel

• Strong organizational skills and attention to detail
• Comfortable working in a structured, backend support environment

Apply Now:

Join us and be part of a team shaping the future of wealth management!