Overview We are seeking a detail-oriented and proactive Operations Associate to join our dynamic team. The ideal candidate will play a crucial role in ensuring the smooth operation of our office by providing essential administrative support. This position requires a blend of organisational skills, computer proficiency, and effective communication abilities to enhance our operational efficiency. I am looking for Office Admin and Mutual Fund Operations Executive. This is a work from office opportunity 9AM to 6PM Monday to Saturday. This job has 2 functions: 1. Office Admin & Accounts - Office Maintenance, Upkeep, Documentation - Pick up & Drop to Bank or Clients for Cheques or Documents - Scan & Reconcile: Invoices, Bills, CC, SB, CA, Insurance, etc 2. Operations Assistant - Client Operations - documents, database, KYC, COB, account opening, transactions - Office Operations - Google drive, folders, policies, - Data Gathering & Reconciliations - Income, AUM, Monthly Portfolio Reports, Client Review Reports Duties Assist with daily office operations, ensuring all tasks are completed efficiently and effectively. Perform data entry tasks accurately and in a timely manner to maintain up-to-date records. Manage incoming calls with professionalism, demonstrating excellent phone etiquette. Utilise Microsoft Office and Google Workspace to create documents, spreadsheets, and presentations as needed. Maintain organised filing systems for both physical and digital documents. Support financial processes by managing invoices and transactions using QuickBooks. Collaborate with team members to streamline administrative processes and improve overall productivity. Provide clerical support including typing correspondence and preparing reports. Skills Previous office experience is essential for understanding the demands of an administrative role. Strong computer skills, particularly in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace applications. Demonstrated administrative experience with a focus on organisation and efficiency. Excellent phone etiquette to ensure professional communication with clients and stakeholders. Outstanding organisational skills to manage multiple tasks effectively while maintaining attention to detail. Proficient typing skills for efficient data entry and document preparation. Familiarity with QuickBooks is advantageous for managing financial records. Experience in clerical roles will be beneficial for performing various administrative tasks. We invite motivated individuals who are eager to contribute to our team's success while developing their skills in a supportive environment to apply for this exciting opportunity as an Operations Associate. Job Types: Full-time, Permanent Pay: ₹27,500.00 - ₹37,500.00 per month Benefits: Paid sick time Experience: mutual funds: 1 year (Preferred) Financial services: 1 year (Preferred) Wealth management: 1 year (Preferred) Location: Sadashivanagar, Bengaluru, Karnataka (Preferred) Work Location: In person
Overview We are seeking a detail-oriented and proactive Operations Associate to join our dynamic team. The ideal candidate will play a crucial role in ensuring the smooth operation of our office by providing essential administrative support. This position requires a blend of organisational skills, computer proficiency, and effective communication abilities to enhance our operational efficiency. I am looking for Office Admin and Mutual Fund Operations Executive. This is a work from office opportunity 9AM to 6PM Monday to Saturday. This job has 2 functions: 1. Office Admin & Accounts - Office Maintenance, Upkeep, Documentation - Pick up & Drop to Bank or Clients for Cheques or Documents - Scan & Reconcile: Invoices, Bills, CC, SB, CA, Insurance, etc 2. Operations Assistant - Client Operations - documents, database, KYC, COB, account opening, transactions - Office Operations - Google drive, folders, policies, - Data Gathering & Reconciliations - Income, AUM, Monthly Portfolio Reports, Client Review Reports Duties Assist with daily office operations, ensuring all tasks are completed efficiently and effectively. Perform data entry tasks accurately and in a timely manner to maintain up-to-date records. Manage incoming calls with professionalism, demonstrating excellent phone etiquette. Utilise Microsoft Office and Google Workspace to create documents, spreadsheets, and presentations as needed. Maintain organised filing systems for both physical and digital documents. Support financial processes by managing invoices and transactions using QuickBooks. Collaborate with team members to streamline administrative processes and improve overall productivity. Provide clerical support including typing correspondence and preparing reports. Skills Previous office experience is essential for understanding the demands of an administrative role. Strong computer skills, particularly in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace applications. Demonstrated administrative experience with a focus on organisation and efficiency. Excellent phone etiquette to ensure professional communication with clients and stakeholders. Outstanding organisational skills to manage multiple tasks effectively while maintaining attention to detail. Proficient typing skills for efficient data entry and document preparation. Familiarity with QuickBooks is advantageous for managing financial records. Experience in clerical roles will be beneficial for performing various administrative tasks. We invite motivated individuals who are eager to contribute to our team's success while developing their skills in a supportive environment to apply for this exciting opportunity as an Operations Associate. Job Types: Full-time, Permanent Pay: ₹27,500.00 - ₹37,500.00 per month Benefits: Paid sick time Experience: mutual funds: 1 year (Preferred) Financial services: 1 year (Preferred) Wealth management: 1 year (Preferred) Location: Sadashivanagar, Bengaluru, Karnataka (Preferred) Work Location: In person