14 Nov
|
Kartikkumar Atulkumar Shah
|
Ahmedabad
14 Nov
Kartikkumar Atulkumar Shah
Ahmedabad
We are looking for a responsible, organised and experienced Office Staff to manage daily office operations at our Wealth Management firm.
Key Responsibilities:
1. Handle front desk and client coordination.
2. Manage office administration and daily operations.
3. Handle Mutual Fund and Insurance-related works
4. Coordinate with AMCs, insurance companies and other financial institutions.
5. Manage online transactions, data entry and Excel reports.
6. Handle bank visits and other outdoor office-related work whenever required.
Required Skills:
- Strong computer knowledge and MS Excel.
- Good communication and interpersonal skills.
- Knowledge of Mutual Funds / Insurance will be preferred.
- Valuable organisational and multitasking abilities.
- Two-wheeler and valid driving licence compulsory.
Preferred Candidate: Experienced or Graduate if willing to learn and grow with wealth management company.
📌 OFFICE STAFF (Ahmedabad)
🏢 Kartikkumar Atulkumar Shah
📍 Ahmedabad