Job Title: Administrative Executive

Workplace Type: Remote

Industry: Wealth Management / Financial Services

Experience: 1–3 years (Finance/Wealth Management preferred)

Education: Bachelor’s degree in Business Administration, Management, or related field Role Overview

We are looking for a detail-oriented and proactive Administrative Executive to support client onboarding, document management, data accuracy, stakeholder coordination, and compliance workflows.

This role ensures smooth internal operations, secure handling of client records, and timely communication with stakeholders.

Key Responsibilities

1. Client Account Opening & Onboarding

Process client account openings accurately within defined timelines

Collect, verify, and ensure KYC/KYC documents are complete and compliant

Coordinate with clients and internal teams to resolve discrepancies

Maintain strict adherence to regulatory and internal compliance guidelines

2. Document Management & Confidentiality

Organize and securely store all client/prospect documents in Google Drive

Maintain a structured, audit-ready, and consistent folder system

Perform regular backups while ensuring 100% data confidentiality & security

3. Client/Prospect Data Management

Update and maintain client/prospect records in HubSpot CRM

Log emails, calls, meetings, and activity updates accurately

Conduct periodic audits to keep data error-free and updated

4.



Client/Prospect Communication

Respond to all emails within 24 hours

Handle queries professionally and escalate complex issues when needed

Maintain transparent communication between stakeholders to avoid delays

5. Internal Coordination, Follow-Ups & Task Closures

Work closely with sales and operations to ensure seamless workflow

Track and close all pending tasks on time

Maintain records of action items and highlight operational bottlenecks

6. Policy & Regulatory Compliance

Ensure all operations align with company compliance standards

Maintain top-tier confidentiality of financial client data

Key Performance Indicators (KPIs)

Account Opening TAT: 100% completion within stipulated timelines

Email Responsiveness: 100% emails answered within 24 hours

CRM Accuracy: 100% error-free data in HubSpot

Document Management: Proper, structured, and audit-ready storage in Google Drive

Client Satisfaction: Minimal escalations, positive stakeholder feedback

Skills & Qualifications

Excellent written and verbal communication in English

Solid organizational & multitasking abilities

Experience with CRM tools (HubSpot preferred)

Proficiency in Google Workspace & Drive management

Understanding of KYC/Onboarding compliance (Financial sector a plus)

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: Remote

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