SP WEALTH ASSOCIATES

Thane West

Back Office Executive Investment OfficeJob 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 fieldExperience in back office or financial operationsKnowledge of markets, regulations, and MS Office (Excel proficiency a must)Key Competencies:Accuracy and attention to detailStrong problem-solving and multitasking skillsIntegrity, discretion, and team collaboration

Key Responsibilities: To Meet CAs & Lawyers in MMR area and get reference from them for our investments business Explain them about SP Wealth and how we can make difference Required Skills & Experience: Having worked with Insurance company in agent recruitment work. We can also consider freshers Willingness to work on Field as this profile is 100% filed work

Daily cleaning job of a small office with taking care of guests