Posted:1 day ago|
Platform:
On-site
Full Time
· Greet and assist clients in person, by phone, and via email with professionalism and discretion.
· Schedule meetings and maintain calendars for financial advisors
· Prepare and process client documentation (applications, compliance forms, disclosures, etc.).
· Maintain accurate client records and ensure all documentation is filed in accordance with regulatory standards.
· Handle data entry for financial systems, including CRM and investment platforms.
· Monitor deadlines and follow up on outstanding items with clients and internal teams.
· Assist in on-boarding new clients and maintaining client engagement workflows.
· Coordinate logistics for meetings, including preparing reports and presentation materials.
· Order office supplies and manage general administrative tasks such as mail, filing, and invoicing.
· Ensure adherence to company policies, confidentiality agreements, and compliance guidelines.
· Manage daily schedules and appointments for the MD.
· Respond to and manage all incoming and outgoing communication, including emails, phone calls, and letters.
· Take dictation and minutes from MD and accurately enter data.
· Develop and carry out an efficient documentation and filing system
Job Types: Full-time, Permanent
Pay: ₹28,000.00 - ₹30,000.00 per month
Benefits:
Schedule:
Work Location: In person
Astute Outsourcing Services Pvt. Ltd.
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