Operations Coordinator

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Position: Operations Coordinator Family Office Advisory

(Back Office, Mutual Funds operations, HNI Client Support, Research & Analysis, Portfolio Reporting and Social Media)

Location:

Work Experience required

Work Schedule:

Salary

Employment Type

HR@TAMINDIAMFO.COM

__________________________________________________

About us

high-net-worth individuals, business owners, and families

Role Overview

We are seeking a meticulous and resourceful Operations Coordinator (Back Office)

You will play a key role in ensuring smooth back-office operations, maintaining client records, supporting investment documentation, preparing portfolio reports, and coordinating with clients and partners on operational matters. You will actively oversee social media outreach of the firm.

Key Responsibilities

• Manage and maintain

  client investment documentation

  , agreements, and compliance records.
• Coordinate

  client transactions

  across multiple investment platforms and instruments.
• Prepare and update

  portfolio performance reports

  and MIS dashboards using Excel, Power BI, or similar tools.
• Conduct

  research

  on taxation, investment structures, and financial products relevant to client portfolios.
• Communicate professionally with clients via

  email and phone

  ensuring clarity, confidentiality, and responsiveness.
• Liaise with custodians, fund houses, registrars, and other financial intermediaries for documentation and reporting.
• Assist the leadership team in operational efficiency improvements and implementation of internal systems.
• Gather, validate, and maintain

  data from multiple sources

  including financial portals and databases.

Qualifications & Skills

• Graduate in

  Commerce, Finance, Accounting, Economics, or related field

  .

• Minimum 2 years of experience

  in back-office operations, wealth management, or investment advisory support.
• Strong command of

  Microsoft Excel

  (advanced functions, pivot tables, etc.)
• Excellent

  written and verbal communication skills

  in English and presentation skills.
• High attention to detail and accuracy with numbers and documentation.

• Ability to work independently, maintain discretion, and handle confidential client information.

• Professional demeanor and confidence to interact with

  high-net-worth clients

  and senior professionals.

Other Requirements

• Mandatory

  background verification

  prior to employment due to the confidential and sensitive nature of client data.
• Commitment to a

  minimum 2-year employment contract

  , reflecting the firm's investment in training and grooming of the candidate.

What We Offer

• Exposure to the working environment of a

  boutique multi-family office

  , dealing with complex investment structures and sophisticated clients.
• Opportunity to develop deep domain knowledge in

  wealth management, taxation, and investment operations

  .
• Professional and ethical workplace culture emphasizing

  trust, integrity, and long-term relationships

  .
• Competitive compensation based on experience and qualifications.
• One da

  y work from home

• Generous leave policy:

  NSE leave calendar & 8 Discretionary Leaves (Encashable)

• Industry seminars and trainings and career development.

How to Apply

HR@TAMINDIAMFO.COM

Operations coordinator - "your name"Role & responsibilities