Back Office Executive

Job Description

We are seeking a highly motivated individual with a strong educational background and relevant work experience. The ideal candidate should hold a graduate degree and have prior experience working in either a Chartered Accountancy (CA) firm or a Wealth Management company.

Key qualifications include:

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.

The role requires a deep understanding of financial processes, tax regulations, and wealth management principles. Experience in a CA firm will bring valuable insights into auditing, taxation, and compliance, while exposure to a wealth management firm will provide a solid foundation in investment strategies, client portfolio management, and financial planning.
  • Experience

    0 - 1 Years

  • No. of Openings

    3

  • Education

    B.Com, Higher Secondary, M.Com

  • Role

    Back Office Executive

  • Industry Type

    Accounting / Finance

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    104, Amfotech Park, Opp. Old Passport Office

About SP WEALTH ASSOCIATES

We are a boutique mutual fund distribution firm offering integrated financial services. Started is 2007, After an acquiring rich experience by working with Franklin Templeton Mutual fund, we have over 60 man years of experience in the field of Investments & Real Estate.

Our endeavour will always be an in-depth understanding of clients requirements, be it in Investments or Real estate. We insist for one to one meeting and then try and offer suitable services to our clients. Following are the products we offer...
Investments - Mutual Funds, PMS Distribution, Structured Products, NCD, Real estate Funds, Thematic Funds
Real Estate - Pre-Launch, Pre-Leased offers, Investor Offloads, Land Investments, Buy, Sale, and Rent.
Read More...
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