Back Office Executive

We are looking for a detail-oriented Back Office Executive to support day-to-day operations in a fast-paced financial services environment. The role involves handling client documentation, data entry, coordinating with internal teams, and ensuring smooth administrative and compliance-related support.

Key Responsibilities

- Maintain and update client records, account details, and transaction-related information accurately.

- Assist in processing and verifying forms, applications, and supporting documents.

- Coordinate with front-office staff, clients, and service providers for follow-ups and issue resolution.

- Prepare reports, MIS sheets, and operational records as required.

- Support compliance, documentation, and file management processes.

- Handle data entry, record keeping, and internal coordination efficiently.

- Respond to routine queries professionally and escalate issues when needed.

- Ensure confidentiality of client and company information at all times.

Required Skills

- Strong knowledge of MS Office, especially Excel and Word.

- Good typing speed and data accuracy.

- Strong organizational and time-management skills.

- Ability to communicate clearly and professionally.

- Basic understanding of financial services, broking, mutual funds, insurance, or related processes is preferred.

- Ability to work under deadlines and manage repetitive tasks with consistency.

Preferred Qualification

- Graduate in any discipline.

- Prior experience in back office, operations, or financial services will be an advantage.

Suitable Candidate Profile

The ideal candidate should be dependable, detail-focused, and comfortable working in a structured office environment. For a financial firm, the best hire is someone who can manage operations quietly and efficiently while maintaining accuracy and professionalism.