Company Description

Legacy Mutual Fund Services LLP is a trusted financial services firm specializing in mutual funds, life insurance, and health insurance, offering tailored financial planning solutions. With a focus on integrity and transparency, the company prioritizes client requirements, risk profiles, and long-term goals to provide personalized recommendations. Legacy is dedicated to empowering individuals and families to achieve financial security through holistic planning and a client-first approach.

By providing a comprehensive financial ecosystem, Legacy ensures clarity, consistency, and alignment with personal financial objectives, helping clients navigate uncertainties and build long-term wealth.

Role Description

This is a full-time on-site role, located in Mumbai, for a Data Entry Clerk. The Data Entry Clerk will be responsible for efficiently entering, updating, and maintaining accurate data records. Daily responsibilities include managing and organizing databases, verifying input accuracy,



preparing reports and correspondences, and providing administrative support to the team. The individual will work collaboratively to ensure data integrity and contribute to the overall efficiency of operations.

Qualifications

- Proficiency in Typing and fundamental Computer Literacy skills
- Ability to perform Administrative Assistance tasks and manage records systematically
- Strong Communication and Customer Service skills to collaborate with internal teams and clients effectively
- Detail-oriented with a strong focus on accuracy and efficiency
- Ability to manage and prioritize tasks in a fast-paced setting
- Previous experience in a data entry or administrative role is an advantage
- High school diploma or equivalent; additional certifications in computer applications or office management are a plus

📌 Data Entry Clerk (Mumbai)
🏢 Legacy Mutual Fund Services
📍 Mumbai