Operations Executive - Back Office (Account Opening & Documentation) Vallum Capital Advisors

1.0 - 3.0 years

1 - 2 Lacs

Mumbai Suburban

Work from Office

Role & responsibilities Manage end-to-end documentation for opening PMS, Demat, and Trading accounts including coordination for both resident (Individual & Non - Individual) and NRI clients Fill, check, and organize account forms (physical and digital) ensuring all details are accurate and complete Liaise with clients, distributors, custodians, and internal teams for follow-ups and clarifications Track form status using internal Excel-based MIS; update and close tasks in a timely manner Scan, label, and dispatch completed forms while maintaining proper records for audit and compliance Follow structured checklists to ensure every step is covered without errors Coordinate across teams to ensure smooth onboarding and handover of client documents Assist with audit preparation, document retrieval, and related operational activities as required Occasionally support admin or back office activities during non-peak times, as part of a collaborative team environment Preferred candidate profile Graduate with 1 - 3 years of experience in any operations, back office, or documentation-related role Should be able to fill forms neatly, check details carefully, and manage basic document handling Comfortable speaking and writing in English; clear and polite communication is important Good handwriting and presentable appearance are expected Should know basic Excel filters, sorting, simple formulas (training for more will be given if needed) Should be able to follow checklists, keep records updated, and close tasks on time Needs to coordinate with multiple teams, so should be reliable and responsive in follow-ups Should be soft-spoken but confident someone who gets the work done politely Prior experience in a finance, wealth, or documentation role is useful, but not mandatory Most importantly, should be willing to learn and take ownership of day-to-day work

Posted 1 month ago

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