Office Assistant

Company: Sylwen Investments (Wealth Management)

Location: Wanowrie, Pune

Position Type: Full-time

Salary Range: Rs 10,000 - Rs 15,000

About Us:

Sylwen Investments is a wealth-management company offering end-to-end financial planning, investment management, and client advisory services. We are looking for a dependable and proactive Office Assistant to support our operations by managing external tasks, documentation handling, and client interactions.

Role Overview:

The Office Assistant will be responsible for executing all field-related activities, including visiting companies, AMC offices, and client residences to collect, submit, or verify documents. The role requires a trustworthy individual with strong coordination skills in English, Hindi and Marathi and the ability to handle confidential information with care.

• Key ResponsibilitiesVisit companies, banks, and institutions to collect and submit forms and other documentation.
• Coordinate with various Asset Management Companies (AMCs) to obtain information, submit applications, and pick up acknowledgements.
• Visit clients’ homes or offices to collect documents, obtain signatures, or assist with completing forms and compliances.
• Handle legal paperwork, including getting documents notarized and obtaining affidavits or other certified papers.
• Ensure secure and confidential handling of all financial and personal documents.
• Provide timely updates to the office on the status of all field activities.
• Maintain a daily log of visits, submissions, and pending tasks.
• Support general office administrative tasks as well.
• Helping in day-to-day office tasks from different departments.
• Required Skills & CompetenciesStrong communication & interpersonal skills
• Good knowledge of Pune city routes (especially Wanowrie & surrounding areas)
• Ability to multitask and manage time efficiently
• Responsible and trustworthy with confidential documents
• Basic computer skills (Email, Excel, WhatsApp communication)
• Ability to coordinate with AMCs and other financial institutions
• Problem-solving attitude and flexibility
• Eligibility & RequirementsMinimum education: 12th Pass (Graduate preferred)
• Any experience in field/outdoor work, documentation handling, or customer coordination
• Must have a valid driving license
• Familiarity with financial services documentation is an advantage

Salary & Benefits

• Competitive salary based on experience
• Travel allowance
• Opportunity to work with a growing wealth-management firm
• Supportive and professional work culture

How to Apply?

📩 Email your resume to: invest@sylweninvestments.com

📍 Office Location: Wanowrie, Pune