Fee Only Investment Advisers Llp
Location
Mumbai | India
Job description
The candidate will get a chance to assist and learn from the Operations manager and the financial planners in the following areas.
- Updating and maintaining client investment data in reporting software like Invest well.
- Initiating financial and non-financial transactions through online platform MFU.
- Capital gain statements and CAS reconciliation
- Providing various Management MIS from the back-office software
- Assisting senior financial planners in their tasks such as insurance analysis, search for unclaimed shares/dividends (IEPF), nominations audit on the investments of the client, portfolio performance review
- Coordinating and follow up with Mutual funds houses and PMS providers.
- Client onboarding process
Desired Candidate Profile - This position is for freshers only who want to work in financial planning and wealth management.
- Good knowledge in advanced Microsoft Excel including pivot tables/VLOOKUP etc.
- Good command of written & spoken English
- Common Sense Financial Acumen
Qualifications Graduate/Postgraduate in any stream plus
CFP or NISM VA or NISM XA Certified is a must
Job tags
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