Company Description Truvestor Wealth is a Kolkata-based financial services firm with nearly two decades of experience in wealth management and investment advisory, formally established in 2019. The firm is an AMFI-Registered Mutual Fund Distributor and focuses on mutual fund distribution, SIP-based wealth creation, and goal-based financial planning for retirement, education, and home ownership.

Truvestor

Wealth offers holistic portfolio management using a range of instruments including mutual funds, insurance, bonds, PMS/AIF, NPS, and other structured products. Clients choose the firm for its independent advisory approach, transparent fee structures, and commitment to aligning recommendations with portfolio growth. The firm serves a diverse client base from first-time investors to HNIs and senior legal professionals, operating from its office at 17 Ezra Street in Kolkata.

Role Description The Back Office Assistant role at Truvestor Wealth is a full time, on-site position based in Kolkata. The role involves handling day-to-day back office operations, including data entry, maintaining client records, processing investment and service requests, and preparing basic reports and documentation.

The Back Office

Assistant will support administrative tasks such as coordinating with internal teams, organizing files, and ensuring timely follow-up on client-related activities. The role also includes assisting with customer service queries over phone and email, liaising with external service providers when required,



and ensuring that processes comply with internal standards and regulatory requirements. The position requires a detail-oriented approach, consistent documentation, and the ability to work in a structured, process-driven environment.

Qualifications

- Candidates should possess strong Back Office Operations skills, including data management, record keeping, and process coordination.
- Candidates should possess solid Analytical Skills to review basic financial data, identify discrepancies, and support portfolio-related reporting.
- Candidates should possess Administrative Assistance capabilities, such as organizing documentation, scheduling, and supporting office workflows.
- Candidates should possess 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.
- Proficiency in MS Office (Excel, Word, PowerPoint), email tools, and basic financial software; familiarity with mutual funds or financial products is an advantage.
- High attention to detail, integrity in handling confidential information, and the ability to work independently as well as in a small team.
- Prior experience in a financial services back office or similar administrative role is preferred but motivated entry-level candidates may also be considered.

📌 Back Office Assistant (Kolkata)
🏢 TRUVESTOR WEALTH
📍 Kolkata