Job Description
Admin AU
FULL TIME | VALENTA AI | INDIA
Job Information
Current Openings
5
Work Experience
3-4 years
Industry
Financial Services
Salary
4500XXXXXX
City
Anywhere in India
State/Province
Karnataka
Zip/Postal Code
5600+7
Job Description
Overview of the Role
An Administrative support will work closely with our clients and help them in various activities required by them for running their business smoothly.
Role Dimensions
• Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc
• Preparation of Agreements and other documents
• Updating client software’s with all required information and maintaining it up to date.
• Calling product providers and collecting required data for advisors
• Completing Research and preparing comparisons reports of various product provider.
• Responding to clients regarding their queries
• Prepare correspondence and paperwork for advisors
• Preparing and maintaining documents and client files in accordance with client requirements
• Manage firm website, CRM, custodian statements, social media sites etc
• Perform other allowable duties as assigned by the advisors and paraplanners
• Assisting the clients with client presentations and any other activities as agreed
• The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
Requirements
Minimum Requirements
• B. Com/B.Sc./MBA.
• 2-3 Years of experience in Financial Services. Knowledge in US market is added advantage.
• High level of computer efficiency including MS Office applications, such as Word, Excel, etc.
• Good Communication and presentation skills.
Knowledge & Skills
• Ability to deal with ambiguity.
• Customer centric approach and ensure that customers are serviced well.
• Detail-oriented with ability to prioritize and organize workflow.
• Self-starter and able to work independently.
• Flexible and willing to perform other tasks as assigned.
• Superior interpersonal, organizational and client service skills
• Ability to work in a fast-paced, high-intensity work environment.
Benefits
• Joining bonus, based on role
• Yearly performance-based bonus
• Opportunity to liaise with Valentas global service delivery centres across north America, and Europe and Australia
• Freedom of internal mobility between offices across India
• Opportunities of inter-department mobility as per business requirements
• International travel opportunities directly meet with global clients, provide on-site solutions, and represent the company at various industry events and conferences
• Global career path upon successful completion of 12 months with the organization, offer to relocate to our global centre in Canada based on role and employee performance
• Work directly on day-to-day basis with international clients and gain immense exposure and knowledge expansion in your field of interest
• Twenty-six weeks paid maternity leave
• Five days paid paternity leave
• Thirty paid leaves in the calendar year for sick and annual leaves
• Five-day workweek
• Reliable medical insurance cover
• Professional certifications offered based on interest and career progression
• Great rewards and recognition for star performers
• Professional development training programs offered as part of career growth
• Team building activities for a positive work environment
• Liberty to express suggestions, ideas, and work-related-process improvements methods. We value the inputs of our employees.
• Be part of a committee of your choice (ISO, sustainability, CSR, training and development, health and wellness, reward and recognition, entertainment and much more)
• A world class organization that puts its employees first
FULL TIME | VALENTA AI | INDIA
Job Information
Current Openings
5
Work Experience
3-4 years
Industry
Financial Services
Salary
4500XXXXXX
City
Anywhere in India
State/Province
Karnataka
Zip/Postal Code
5600+7
Job Description
Overview of the Role
An Administrative support will work closely with our clients and help them in various activities required by them for running their business smoothly.
Role Dimensions
• Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc
• Preparation of Agreements and other documents
• Updating client software’s with all required information and maintaining it up to date.
• Calling product providers and collecting required data for advisors
• Completing Research and preparing comparisons reports of various product provider.
• Responding to clients regarding their queries
• Prepare correspondence and paperwork for advisors
• Preparing and maintaining documents and client files in accordance with client requirements
• Manage firm website, CRM, custodian statements, social media sites etc
• Perform other allowable duties as assigned by the advisors and paraplanners
• Assisting the clients with client presentations and any other activities as agreed
• The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
Requirements
Minimum Requirements
• B. Com/B.Sc./MBA.
• 2-3 Years of experience in Financial Services. Knowledge in US market is added advantage.
• High level of computer efficiency including MS Office applications, such as Word, Excel, etc.
• Good Communication and presentation skills.
Knowledge & Skills
• Ability to deal with ambiguity.
• Customer centric approach and ensure that customers are serviced well.
• Detail-oriented with ability to prioritize and organize workflow.
• Self-starter and able to work independently.
• Flexible and willing to perform other tasks as assigned.
• Superior interpersonal, organizational and client service skills
• Ability to work in a fast-paced, high-intensity work environment.
Benefits
• Joining bonus, based on role
• Yearly performance-based bonus
• Opportunity to liaise with Valentas global service delivery centres across north America, and Europe and Australia
• Freedom of internal mobility between offices across India
• Opportunities of inter-department mobility as per business requirements
• International travel opportunities directly meet with global clients, provide on-site solutions, and represent the company at various industry events and conferences
• Global career path upon successful completion of 12 months with the organization, offer to relocate to our global centre in Canada based on role and employee performance
• Work directly on day-to-day basis with international clients and gain immense exposure and knowledge expansion in your field of interest
• Twenty-six weeks paid maternity leave
• Five days paid paternity leave
• Thirty paid leaves in the calendar year for sick and annual leaves
• Five-day workweek
• Reliable medical insurance cover
• Professional certifications offered based on interest and career progression
• Great rewards and recognition for star performers
• Professional development training programs offered as part of career growth
• Team building activities for a positive work environment
• Liberty to express suggestions, ideas, and work-related-process improvements methods. We value the inputs of our employees.
• Be part of a committee of your choice (ISO, sustainability, CSR, training and development, health and wellness, reward and recognition, entertainment and much more)
• A world class organization that puts its employees first
💡 Quick Summary
Seeking a career-building opportunity? The Admin AU position is now open for candidates interested in the Admin Executive sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.
