Job Description

Overview of the Role

An Administrative support will work closely with our clients and help them in various activities required by them for running their business smoothly. 

Role Dimensions

• Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc

• Preparation of Agreements and other documents

• Updating client software’s with all required information and maintaining it up to date.

• Calling product providers and collecting required data for advisors

• Completing Research and preparing comparisons reports of various product provider.

• Responding to clients regarding their queries

• Prepare correspondence and paperwork for advisors

• Preparing and maintaining documents and client files in accordance with client requirements

• Manage firm website, CRM, custodian statements, social media sites etc

• Perform other allowable duties as assigned by the advisors and paraplanners

• Assisting the clients with client presentations and any other activities as agreed

• The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business. 

Requirements

Minimum Requirements

• B. Com/B.Sc./MBA.

• 2-3 Years of experience in Financial Services. Knowledge in US market is added advantage.

• High level of computer efficiency including MS Office applications, such as Word, Excel, etc.

• Good Communication and presentation skills. 

Knowledge & Skills

• Ability to deal with ambiguity.

• Customer centric approach and ensure that customers are serviced well.

• Detail-oriented with ability to prioritize and organize workflow.

• Self-starter and able to work independently.

• Flexible and willing to perform other tasks as assigned.

• Superior interpersonal, organizational and client service skills

• Ability to work in a fast-paced, high-intensity work environment. 

Benefits

· Yearly performance-based bonus

· Freedom of internal mobility between offices across India

· Opportunities of inter-department mobility as per business requirements

· International travel opportunities directly meet with global clients, provide on-site solutions, and represent the company at various industry events and conferences

· Work directly on day-to-day basis with international clients and gain immense exposure and knowledge expansion in your field of interest

· Professional development training programs offered as part of career growth

· Team building activities for a positive work environment