Utilize Microsoft Office programs (Excel, Word, PowerPoint) to create and maintain correspondence, spreadsheets, presentations Assist team members in creating PowerPoint and other presentations for training purposes, best-practice sharing, client presentations Processing statements that arrive via email, mail and fax Supporting the performance and data reconciliation analysts Reaching out to client advisors for transactional information Analyzing accounts to determine if all data has arrived to complete reconciliation Saving custodian statements from online log-ins for reconciliation purposes Requesting missing custodial statements Scanning statements and notating the date of receipt in our proprietary portfolio accounting system Providing front desk coverage for one hour daily
Job Types: Full-time, Permanent, Fresher
Pay: ?18,455.00 - ?28,755.00 per month
Benefits:
Provident Fund
Language:
Hindi (Preferred)
English (Preferred)
Work Location: In person
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