Back Office Executive for the Most Growing Financial Service Firm

Description

We are a growing financial services firm seeking a Back Office Executive to join our team. The ideal candidate will have 1-6 years of experience in the job market context of India and possess excellent organizational and communication skills. This role is responsible for supporting our front office staff and ensuring the smooth operation of our business.

Responsibilities

Reconcile Brokerage with our system's data. (Receivables vs Received)

Check & verify Insurance Companie's rates with system data.

Prepare Brokerage query sheet & send to Insurance Companies.

Follow-up with Insurance Company for Brokerage related queries.

Prepare various types of Brokerage data in Excel.

Candidate should havegood command overExcel (Look-up, Pivot Table & other routine functions)& good communication skills.

Skills and Qualifications

• Bachelor's degree in finance, accounting, or related field
• 1-6 years of relevant experience in the job market context of India
• Excellent organizational and time management skills
• Proficient in Microsoft Office Suite
• Strong attention to detail
• Ability to multitask and prioritize
• Excellent communication and interpersonal skills
• Familiarity with financial regulations and compliance
• Experience with financial software and systems