Finance Associate

Job Description

Position Summary: We are looking for a highly organized, proactive, and detail-oriented Associate to support the operational activities across multiple functions, including Banking, Administration, Accounts, and the operation of our Investment Software. This role will be key in ensuring smooth and efficient operations of day-to-day activities in the Family Office. CTC Offered : Approx 6 LPA Key Responsibilities: 1. Accounts & Banking: o Assist in Book-keeping and maintaining accurate financial records. o Manage Cash Flow. o Prepare Financial Reports as needed. o Support in Tax filing and Regulatory compliance tasks. o Liaise with Auditors for annual audits and compliance checks. 2. Investment Software Operations: o Operate and maintain the investment software used for tracking and reporting investments. o Assist in data entry, financial analysis, and reporting for investment activities. o Monitor the software performance and work closely with the technical team for system updates and improvements. 3. Legal Support: o Maintain and update legal records, contracts, and agreements. o Assist with documentation related to corporate governance, legal filings, and litigation. o Ensure compliance with regulatory requirements in contracts and operational procedures. o Help with legal research and document drafting. 4. Administration: o Coordinate with internal teams and external stakeholders for administrative tasks. Skills & Qualifications: • Bachelor’s degree in finance, Commerce, Business Administration, or related field. • 1-3 years of experience in accounting, legal operations, or administration. • Familiarity with banking operations and financial regulations. • Open to learning investment software (experience with platforms like Asset Vantage, MProfit etc., is a plus). • Strong communication and interpersonal skills. • Ability to manage multiple tasks. • Attention to detail and strong organizational skills. • Good understanding of legal documentation and basic contract management. • Proficiency in MS Office (Excel, Word, PowerPoint). Preferred Skills: • Experience with accounting software like Zoho Books, Tally, and QuickBooks. • Familiarity with taxation and compliance processes. • Problem-solving mindset with the ability to think critically and independently. Why Join Us? • Exposure to multiple facets of Family Office operations. • Opportunity for personal growth and exposure to high-level finance, legal, and administrative practices. Application Process: Please send your resume and a cover letter outlining your experience and interest in the role to connect@skgfamilyoffice.com Show more Show less