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MoneyWorks Financial Advisors jobs - Operations/Back Office Executive

Operations/Back Office Executive

MoneyWorks Financial Advisors

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Posted: 4 Years ago

Views: 10

Applications: 24

Openings: 1

Job Description

Financial Planning and Mutual Fund distribution office

Operations include doing online purchase, switch, redemptions and other non-financial transactions

Back office support includes client communication, filing, administration etc

Giving insurance quotes for life and medical and completing online purchases for the same

Interacting with asset management and insurance relationship managers

Job Particulars

Role Data Entry / Back Office

EducationB.Com

Who can applyFreshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id299512

Locality Address Andheri West

StateMaharashtra

Country India

About Company

MoneyWorks Financial Advisors is a CERTIFIED FINANCIAL PLANNING firm and mutual fund distributor along with insurance advisory. We service 250 families and are in business from 2005 onwards. Am looking for a fresh graduate in the Versova or nearby area to grow with the firm and who is looking for long term opportunities for learning and growth.

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