Operation Executive

Company Overview:

Shah Investments is a 28-year-old, reputable wealth management firm dedicated to providing clients with expert investment services. With a strong legacy and commitment to financial growth, we serve a wide range of clients and focus on creating wealth and achieving financial milestones.

Key Responsibilities:

Assist in day-to-day operational tasks, including processing client transactions, account management and documentation.

Ensure compliance with regulatory and internal policies, maintaining accurate records and files.

Coordinate with various departments to streamline processes, enhance productivity, and improve service delivery.

Monitor and analyze operational workflows

Provide timely responses to client inquiries, ensuring a high level of client satisfaction.

Support data entry, reporting, and the preparation of documents for client presentations and meetings.