Assist in basic bookkeeping and record-keeping activities.
Handle monthly billing invoicing and coordination for GST-related documentation.
Support banking activities including payments collections and transaction tracking.
Maintain administrative records and ensure proper documentation.
Compliance and Process Support
Support documentation and record maintenance for KYC FATCA CKYC and other regulatory requirements.
Track updates in applicable regulations including SEBI guidelines and compliance requirements.
Assist in updating internal compliance manuals policies and procedures.
Monitor certification and periodic review of compliance-related documents.
Coordinate weekly and monthly operational and compliance reports.
Client Support
Provide client servicing support by maintaining and updating investment records in back-office systems.
Coordinate with clients for documentation and information requirements.
Ensure timely sharing of reports records and relevant updates with clients.
Maintain accurate client data and transaction records.
Job Description: Administrative Roles Assist in basic bookkeeping and record-keeping activities. Handle monthly billing invoicing and coordination for GST-related documentation. Support banking activities including payments collections and transaction tracking. Maintain administrative re...
Job Description:
Administrative Roles
Assist in basic bookkeeping and record-keeping activities.
Handle monthly billing invoicing and coordination for GST-related documentation.
Support banking activities including payments collections and transaction tracking.
Maintain administrative records and ensure proper documentation.
Compliance and Process Support
Support documentation and record maintenance for KYC FATCA CKYC and other regulatory requirements.
Track updates in applicable regulations including SEBI guidelines and compliance requirements.
Assist in updating internal compliance manuals policies and procedures.
Monitor certification and periodic review of compliance-related documents.
Coordinate weekly and monthly operational and compliance reports.
Client Support
Provide client servicing support by maintaining and updating investment records in back-office systems.
Coordinate with clients for documentation and information requirements.
Ensure timely sharing of reports records and relevant updates with clients.
Maintain accurate client data and transaction records.