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Program Associate

Program Associate

The Financialist

1 - 4 years

7 - 11 Lacs

mumbai

Posted:8 hours ago| Platform:

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Skills Required

business administration associate operations operational support excel wealth management project coordination financial planning management internship product marketing

Work Mode

Work from Office

Job Type

Full Time

Job Description

Support end-to-end execution of internal and client-facing processes.

Track project progress and coordinate across teams (advisory, product, marketing) to keep things moving.
Manage dashboards, reports, and client tracking systems.
Identify bottlenecks and improve existing workflows.
Own recurring tasks and ensure they re completed accurately and on time.
Provide operational support to advisors and clients.
Jump in wherever needed from client ops to project coordination.

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