Full Job Description
Sample responsibilities for this position include:Special projects that may arise from time to timeResponsible for gathering and reviewing initial data, documents, and other information provided by the organizationRespond to client inquiries in a timely and accurate mannerObtain clearance from necessary parties – tax, real estate, O&GPrepare correspondence to beneficiaries and interested partiesDaily electronic archival of client communications and documentsOrders and distributes all Officer/SAA approved disbursements of funds according to account documents, court orders or client requests in accordance with accepted bank accounting standardsEnsures account is in compliance with legal and regulatory requirement relating to governing documentsConsults with internal partners (including Portfolio Managers, Wealth Management Advisors, Trust Operations, ) about client issues and potential opportunities.Job Types: Full-time, FresherSalary: ₹15,000.00 – ₹30,000.00 per monthSchedule:Day shiftAbility to commute/relocate:Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required)Experience:total work: 1 year (Preferred)Speak with the employer+91 7669149903
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