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Mid office operations @ Ladderup Wealth

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 Mid office operations

Job Description

Assist in processing investment transactions across mutual funds, PMS, AIFs, etc.
Support in maintaining accurate client data and reports
Coordinate with front and back office teams for transaction flow

Job Classification

Industry: Financial Services
Functional Area / Department: Customer Success, Service & Operations,
Role Category: Back Office
Role: Back Office Operations
Employement Type: Full time

Contact Details:

Company: Ladderup Wealth
Location(s): Mumbai

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Keyskills:   Excellent Communication Skills Client Relationship Management Business Development

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Ladderup Wealth

Ladderup Wealth is a Multi Family Office with expertise in areas such as Wealth Management, Estate Planning, Investment Banking and Taxation Audit. Unlike many other firms, we have in-house experts in all these areas.