Overview
Back Office Executive Jobs in Greater Kolkata Area at A1 Human Wealth Management Private Limited
Title: Back Office Executive
Company: A1 Human Wealth Management Private Limited
Location: Greater Kolkata Area
Job Title: Back Office Executive
Location: Dalhousie Area
Industry: Mutual Fund Distribution
Job Type: Full-time
Job Overview
We are looking for a Back Office Executive to handle non-client-facing tasks that ensure smooth and error-free operations in our mutual fund distribution business. The role involves managing data, supporting documentation, generating reports, and coordinating with internal teams.
Key Responsibilities
Maintain and update client and transaction data in the system
Handle KYC and investment-related documentation
Process client requests like investments, redemptions, and fund switches
Generate portfolio and tax reports accurately and on time
Support software updates and troubleshoot basic issues
Assist clients with queries on using our platforms and mobile app
Ensure compliance with regulatory and company guidelines
Provide general office support and maintain records
Coordinate with sales and other internal teams for smooth workflow
Required Skills
Good knowledge of MS Excel, Word, and Outlook
Strong attention to detail and accuracy in work
Basic understanding of mutual funds and investment products (preferred)
Good written and verbal communication skills
Ability to work independently and in a team
Comfortable using new software and tools
