Operations Assistant

Role Summary - Operations Assistant

We are seeking a detail-oriented and proactive Operations Assistant to support our Institutional Broking team. The ideal candidate will play a vital role in ensuring smooth operational execution, maintaining client relationships, and managing essential documentation. This role requires strong coordination, communication, and administrative skills.

Key Responsibilities:

1. Trade Operations

• Processing of Trade and other files in backoffice software.
• Assist DP department in DP work as and when required.
• Assist in empanelment with Institutional Clients and Mutual Funds.
  

2. Document Management

• Maintain and organize all trade-related and client documentation.
• Ensure compliance with internal processes and regulatory requirements.
• Track and follow up on pending documentation and agreements.
  

3. Client Relationship, Communication and Coordination

• Act as a point of contact between clients and internal departments.
• Respond promptly to client queries and escalate issues as required.
• Schedule and coordinate meetings, calls, and follow-ups with clients.
• Liaise with the compliance, settlement, and research teams as needed.
  

4. Administrative Support

• Support day-to-day operations and back-office tasks.
• Prepare and circulate internal reports and presentations.
• Assist in onboarding new clients by managing KYC and account setup documentation.
  

5. Data Entry and Record Keeping

• Accurately update client records and transaction logs.
• Maintain updated MIS and support data audits or reviews.
• Ensure accuracy and confidentiality in data handling.

Qualifications & Skills:

• Bachelors degree in Commerce, Finance, or a related field.
• 1 to 3 years of experience in operations or support roles, preferably in a broking or financial services firm.
• Strong communication skills (written and verbal).
• Proficiency in MS Office (Excel, Word, Outlook).
• High attention to detail and organizational skills.
• Ability to multitask and work under tight deadlines.
• NISM-VII certification.