Admin & Operations Associate in Kalpetta - Job for Freshers

About the role

What you'll do

• Investment & Capital Market Operations
• Handle portfolio reconciliation, trade management, and daily reports.
• Coordinate with stock exchanges, AMCs, mutual fund houses, and investment platforms.
• Execute client transactions smoothly.
• Client Servicing & Onboarding
• Manage client onboarding and KYC processing.
• Maintain client portfolio summaries and performance reports.
• Address client queries, transaction discrepancies, and reporting errors.
• Operations & Office Management
• Oversee documentation, vendor coordination, and new tie-ups in Kalpetta, Kerala.
• Track emails, follow-ups, and maintain accurate records.
• Ensure smooth integration of investment reporting software & CRM tools.
• Provide administrative support to the Founder.

What you'll need

• Recent Graduate Freshers from Kalpetta with a keen interest in capital markets.
• Skills Required:Basic MS Excel proficiency.
• Strong written and spoken English communication skills.
• Attention to detail and self-motivated attitude.
• Ability to multitask and manage responsibilities effectively.

Skills

Benefits

• Opportunity to start a career in investment operations and Kalpetta client servicing.
• Hands-on experience in capital markets and financial services.
• Growth-oriented work environment with learning opportunities.