A graduate degree in a relevant field.

Previous experience in a CA firm or wealth management company.

Strong analytical and problem-solving skills, with a keen attention to detail.

A solid understanding of financial principles and regulations.

Ability to work independently and as part of a team to deliver accurate and timely results.

Processing and managing documents, such as invoices, purchase orders, and contracts

Updating and maintaining databases with accurate and relevant information

Handling customer inquiries and resolving complaints in a timely and professional manner

Coordinating with other departments to ensure smooth workflow and efficient operations

Preparing and generating reports, presentations, and correspondence as required

Managing and organizing files, both physical and electronic, to ensure easy retrieval and accessibility

Assisting in the implementation of company policies and procedures

Performing general administrative tasks, such as data entry, scheduling appointments, and managing calendars

Chennai

Mumbai

Gurgaon

Ahmedabad

Pune

Delhi

Kolkata

SP Wealth Associates jobs - Back Office Executive

Back Office Executive