FastTrack Financial Planners

Mumbai 18 May 2020

Job Title

Front Office Executive – Admin

Job City


Company Profile

Fasttrack Financial Planners is a Financial Planning and Wealth Management company. We cater to more than 300 families involving Financial Planning, Investment Advisory, Risk Management, Portfolio & Wealth Management etc. We believe in a simple approach – ‘Become one stop shop for all our clients’ financial needs’. We strive to be the client’s most trusted advisor by being transparent & focused on client’s primary interests.

Job Profile & Responsibilities

• Office Facility Management: Manage annual maintenance contracts, Office stationery & supplies, clients’ servicing supplies, pantry supplies.
• Office Administration: Managing company calls, employee records and attendance, team co-ordination, maintaining office calendar and schedule, payment of dues.
• Documentation: Courier management, scanning and maintaining e – records, maintain records registers.
• Assisting Accounts team with record keeping and documentation. Knowledge of Tally and Accounts required.
• Banking: Looking over the banking transactions and maintaining its records.
• Co-ordination with clients regarding required documents, records or information to other teammates.
• Maintaining Accounting records of clients in tally for all clients (Realtime)

Prefered Qualifications

Desired Candidate Profile

• Graduate in any discipline
• Oral and written communication skills in English
• Efficient at MS Office
• Comfortable with use of technology

Additional Details

Salary Range

As per industry standards, negotiable for right candidate.

How to Apply