Principal Responsibilities for PA:

- Collecting and digitizing data such as financial statements.
- Research and obtain further information for incomplete documents.
- Entering employee and account data from source documents within time limits
- Maintaining a detailed and organized storage system to ensure data entries are complete and accurate.
- Addressing data inconsistencies by working with team members to locate missing data.
- Respond to queries for information and reporting any major data errors to manager.
- Maintaining a high standard of accuracy and efficiency.

Qualifications/Skills Required:

- Bachelor degree and up (preferably in finance, economy)
- Preferred 5 - 10 years of experience working for a financial services firm (bank, broker dealer, asset manager)
- Understanding of financial markets and terms.
- Must be detail oriented and organized, and able to work independently.
- Must be able to multi-task and manage competing deadlines.
- Robust Word, Excel and PowerPoint experience, excellent typing skills and ability to learn other systems.
- Good communication skills and the ability to collaborate with staff members.
- Solid time management skills and the ability to prioritize tasks.

📌 Compliance Associate - Personal Account Dealing (Bengaluru)
🏢 Millenium Infotech
📍 Bengaluru