Back Office Executive (0-2 Years) (Female)

SP WEALTH ASSOCIATES

We are seeking a detail-oriented Back Office Executive to manage and support the administrative functions of our investment office. This role involves handling data management, processing transactions, ensuring regulatory compliance, and assisting the back office in achieving financial and operational objectives. The ideal candidate should have strong organizational skills, attention to detail, and the ability to streamline back-end processes for smooth business operations.

Key Responsibilities:

Transaction Processing: Execute and settle trades, reconcile discrepancies, and ensure accurate transaction postings.

Data Management: Maintain client accounts, ensure data integrity, and generate financial reports.

Compliance & Reporting: Ensure adherence to SEBI/RBI regulations, submit reports, and update processes as needed.

Reconciliation: Perform periodic reconciliations of cash, securities, and trades to ensure accurate financial reporting.

Risk Management: Monitor and mitigate operational risks, supporting policy development.

Client Reporting: Prepare and distribute statements, reports, and handle client inquiries.

Tech & Systems Support: Ensure smooth operation of financial systems and coordinate with IT for improvements.

Document Management: Organize and archive records while maintaining confidentiality.

• Experience

  0 - 2 Years

• No. of Openings

  5

• Education

  B.Com

• Role

  Back Office Executive

• Industry Type

  Accounting / Finance

• Gender

  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, Next to MIDC Office, Road No. 8, Wagle Estate.