Back Office Assistant

About the Role

Truvestor Wealth is seeking a full-time, on-site Back Office Assistant based in Kolkata. This role is crucial for managing daily back office operations and supporting administrative tasks within the financial services firm.

Key Responsibilities

• Handling day-to-day back office operations.
• Performing data entry.
• Maintaining client records.
• Processing investment and service requests.
• Preparing basic reports and documentation.
• Supporting administrative tasks such as coordinating with internal teams, organizing files, and ensuring timely follow-up on client-related activities.
• Assisting with customer service queries over phone and email.
• Liaising with external service providers.
• Ensuring processes comply with internal standards and regulatory requirements.

Requirements & Tech Stack

• Proficiency in MS Office (Excel, Word, PowerPoint).
• Familiarity with email tools.
• Experience with basic financial software.
• High attention to detail.
• Integrity in handling confidential information.
• Ability to work independently and in a small team.
• Familiarity with mutual funds or financial products is an advantage.
• Prior experience in a financial services back office or similar administrative role is preferred.

Qualifications

• Strong Back Office Operations skills, including data management, record keeping, and process coordination.
• Solid Analytical Skills to review basic financial data, identify discrepancies, and support portfolio-related reporting.
• Administrative Assistance capabilities, such as organizing documentation, scheduling, and supporting office workflows.
• Effective Communication and Customer Service skills to handle client queries professionally and coordinate with internal and external stakeholders.
• Relevant qualifications such as a bachelor’s degree in commerce, finance, business, or a related field, or equivalent practical experience.