Operations Executive - Financial Planning
Forvis Mazars · Pune · hybrid · Posted today
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
- Provide operational and administrative support to the Financial Planning team.
- Coordinate meetings, prepare minutes, and track action items.
- Manage shared mailboxes, internal communications, and operational records.
- Support training, onboarding/offboarding, and business reporting activities.
- Assist with system administration, stakeholder coordination, and supplier management.
- Collaborate with UK and India teams to ensure smooth service delivery.
- Support process improvement, operational excellence, and change initiatives.
Preferred candidate profile
- 3-8 years of experience in Executive Assistant, Business Support, Operations, or Administration roles.
- Excellent communication, stakeholder management, and organizational skills.
- Strong proficiency in Microsoft Office (PowerPoint, Word, Excel, Outlook).
- Experience creating presentations, reports, and meeting minutes.
- Exposure to Financial Services, Wealth Management, or Professional Services preferred.
- Experience working with global/UK stakeholders is an advantage.
- Proactive, detail-oriented, and comfortable managing multiple priorities.
Sourced from naukri
Skills
About Forvis Mazars
Forvis Mazars
Accounting & Auditing
About
Forvis Mazars Group - Audit, Tax, Advisory
Forvismazars.com
Forvis Mazars is a leading global professional services network established on 1 June 2024 bringing together the previously known Mazars and FORVIS companies. We are a network operating as an internationally integrated partnership across more than 100 countries and territories. We draw on the expertise and cultural understanding of over 40,000 professionals across the globe to assist clients of all sizes at every stage in their development. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,300 professionals, with 170 partners.
You will join a growing team of over 750 relationship-driven, curious, problem solvers who add value to their clients on a daily basis. Our expertise ranges from servicing private, entrepreneurial companies through to UK listed companies, financial services clients and some of the largest FT Global organisations in the world.
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