JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E-mail Communication: at each process: on-boarding, Cash Account Updates, Execution REPORTING: Track & Maintain: Monthly Revenues, Prospect Growth & Company Progress Update and Monitor: Client Records and Transactions (Lump sum, SIP & STP) Client Reporting: Gather up to date data - MF, Stocks, Bonds, PMS, AIFs, etc. ACCOUNTING: Invoicing and Bills Management: Create, Maintain and Coordinate: Invoices, Bills, Office Expenses Accounting & Statutory: TDS, GST & Statutory - calculate & file – coordinating with auditor Income and GST Reconciliations: Reconciliations required on Monthly basis to keep track Job Type: Full-time Pay: ₹325,000.00 - ₹425,000.00 per year Benefits: Cell phone reimbursement Paid sick time Paid time off Experience: total work: 2 years (Required) Mutual Funds: 1 year (Required) Wealth management: 1 year (Preferred) Financial planning: 1 year (Preferred) Location: Sadashivanagar, Bengaluru, Karnataka (Preferred) Work Location: In person
JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E-mail Communication: at each process: on-boarding, Cash Account Updates, Execution REPORTING: Track & Maintain: Monthly Revenues, Prospect Growth & Company Progress Update and Monitor: Client Records and Transactions (Lump sum, SIP & STP) Client Reporting: Gather up to date data - MF, Stocks, Bonds, PMS, AIFs, etc. ACCOUNTING: Invoicing and Bills Management: Create, Maintain and Coordinate: Invoices, Bills, Office Expenses Accounting & Statutory: TDS, GST & Statutory - calculate & file – coordinating with auditor Income and GST Reconciliations: Reconciliations required on Monthly basis to keep track Job Type: Full-time Pay: ₹325,000.00 - ₹425,000.00 per year Benefits: Cell phone reimbursement Paid sick time Paid time off Experience: total work: 2 years (Required) Mutual Funds: 1 year (Required) Wealth management: 1 year (Preferred) Financial planning: 1 year (Preferred) Location: Sadashivanagar, Bengaluru, Karnataka (Preferred) Work Location: In person Application Deadline: 15/10/2025 Expected Start Date: 20/10/2025
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
Job Title: Accounts & Admin Executive Location: 403, Redifice Strada, Sadashivnagar, Bangalore 560080 (at Mekhri Circle) Experience: 0–3 years (Freshers CANNOT apply)Qualification: B.Com / M.Com (preferred) About Dyota Solutions: Dyota Solutions is a SEBI Registered Investor Advisor (RIA), focused on financial planning and retirement advisory solutions to help individuals and families achieve their financial goals through tailored strategies and expert guidance. Our approach is rooted in professionalism, integrity, and operational excellence. We strive to deliver insightful, transparent, and efficient financial solutions that empower our clients to make confident decisions and build lasting financial success. Role Overview: We are looking for a proactive Accounts & Admin Executive to manage day-to-day office operations, handle basic accounting tasks, ensure smooth customer coordination, and maintain important documentation and records. The role also involves occasional external tasks such as bank visits. Key Responsibilities: Administrative & Customer Coordination: Manage general office operations. Maintain office documentation and records. Coordinate with customers for queries, follow-ups, and support. Assist in organizing meetings, events, and travel arrangements. Accounting / Finance: Maintain basic financial records. Track expenses, invoices, and payments. Assist in bank transactions and deposits as required. Operational Support: Run occasional errands, including bank visits or document handling. Key Skills & Attributes: Basic accounting knowledge and record-keeping Strong organizational and multitasking skills Proactive, reliable, and able to handle tasks independently Good communication and interpersonal skills Why Join Dyota Solutions? Exposure to finance, office operations, customer coordination, and documentation responsibilities Dynamic work environment with learning opportunities Hands-on experience in multiple functional areas of a growing firm How to Apply: Send your resume to I am looking for an 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 - Scan & Reconcile: Invoices, Bills, CC, SB, CA, Insurance, etc 2. Operations Assistant - Client Operations - documents, database, KYC, COB, account opening - Office Operations - Google drive, folders, policies, Job Types: Full-time, Permanent Work Location: In person