Office Admin

· 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:

• Health insurance
• Provident Fund

Schedule:

• Day shift

Work Location: In person