We are seeking a detail-oriented and proactive Accounts & Banking Operations Executive to join our Multi-Family Office team. This role is crucial in ensuring smooth coordination of banking operations, managing client documentation, and maintaining up-to-date records of cash flows for key high-net-worth families.
Key Responsibilities
Maintain and track daily cash flow statements across multiple bank accounts for designated clients
Coordinate with banks for operational activities including fund transfers, account openings, KYC updates, and other service requests
Ensure timely documentation, scanning, and physical file management of banking and investment-related paperwork
Liaise with clients and internal teams to handle service requests, document submissions, and banking compliance requirements
Follow up on inward/outward remittances, standing instructions, and scheduled payments
Prepare MIS reports and summary dashboards for internal review and client reporting
Provide end-to-end support in managing operational activities for high-value transactions and sensitive client requirements
Coordinate with custodians, bankers, legal advisors, and investment teams as needed for execution of instructions
Required Qualifications & Skills
Minimum qualification: B.Com (Bachelor of Commerce)
2+ years of relevant experience in accounting, banking operations, or finance back-office
Strong verbal and written communication skills in Hindi and English
Proficiency in MS Excel and experience handling digital banking portals
High level of integrity, confidentiality, and attention to detail
Ability to multitask and manage timelines effectively in a client-centric environment
Preferred Attributes
Experience working with wealth management firms, family offices, or private banking clients is a plus
Comfortable working with high-net-worth individuals and managing sensitive data
Understanding of basic accounting and financial documentation
Compensation
As per industry standards and based on experience.
Candidate will have to come to the office everyday Mon-Fri
Job Types: Full-time, Permanent
Pay: ?25,000.00 - ?45,000.00 per month
Benefits:
Food provided
Health insurance
Paid sick time
Schedule:
Day shift
Morning shift
Supplemental Pay:
Yearly bonus
Application Question(s):
What is your current salary?
Can you join immediately?
Education:
Bachelor's (Required)
Experience:
Accounting: 2 years (Required)
Bookkeeping: 2 years (Required)
Tally: 2 years (Required)
Bank reconciliation: 2 years (Required)
Microsoft Excel: 2 years (Required)
Language:
Hindi (Required)
Location:
Bangalore, Karnataka (Required)
Work Location: In person
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