Freshers For Back Office Executive - Thane

SP WEALTH ASSOCIATES

Back Office Executive Investment Office

Job Summary:

The Back Office Executive ensures smooth and compliant non-client-facing operations in the investment office. This includes transaction processing, data management, reconciliation, and regulatory reporting, supporting the front office in achieving operational and financial goals.

Key Responsibilities:

Transaction Processing: Execute and settle trades; resolve discrepancies.

Data Management: Maintain accurate records of portfolios and transactions.

Compliance & Reporting: Ensure regulatory compliance and submit required reports.

Reconciliation: Reconcile cash, trades, and securities regularly.

Front Office Support: Assist with proposals, data, and coordination.

Risk Management: Identify and mitigate operational risks.

Client Communication: Prepare reports and handle administrative queries.

Technology Support: Maintain systems and liaise with IT for issues.

Document Management: Ensure organized, compliant records and confidentiality.

Admin Duties: Manage calendars, meetings, and assist with projects.

Qualifications:

Bachelors in Finance, Business, or related field

Experience in back office or financial operations

Knowledge of markets, regulations, and MS Office (Excel proficiency a must)

Key Competencies:

Accuracy and attention to detail

Strong problem-solving and multitasking skills

Integrity, discretion, and team collaboration

• Experience

  0 - 1 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.