Financial Planning Admin - Bengaluru, India - Valenta BPO

Valenta BPO
Valenta BPO
Verified Company
Bengaluru, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Financial Planning Admin

FULL TIME | VALENTA AI | INDIA


Job Information:

Industry

Financial Services

Current Openings

1

Salary

As per market standards

City

Bangalore North

State/Province

Karnataka

Zip/Postal Code

560024


Knowledge & Skills

  • Ability to deal with ambiguity.
  • Customer centric approach and ensure that customers are serviced well.
  • Detailoriented with ability to prioritize and organize workflow.
  • Selfstarter 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.
Role Dimensions

  • Obtaining information and liaising with clients pursuant to administrative duties.
  • Carrying out online checks to verify identity and PEP/Sanction inclusion will be taught this.
  • Precompliance (binder) checks for completeness check items are in the binder and deal with the admin aspect of binders
  • Adhoc queries technical and nontechnical are dealt with on plans
  • Dealing with claims death / change of address and other adhoc administrative elements.
  • Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc.
  • Work on marketing collateral.
  • Responding to clients regarding their queries.
  • Prepare correspondence and paperwork for advisors.
  • Preparing and maintaining documents and client files in accordance with FINRA and SEC 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
  • 12 Years of experience in Financial Services. Knowledge in UK market is an added advantage.
Excellent Communication and presentation skills


Benefits:

**Benefits:
- *
  • Gain exposure by working directly with global clients
  • Flexible working options
  • International relocation & travel opportunities
  • Professional Development & career progression

Experience fantastic culture & sense of purpose**Disclaimer:


  • Please send in your CV to
*
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