Financial Analyst - NOIDA

We are Hiring For Financial Analsyt

Role & responsibilities

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices.

Key Responsibilities: Assist advisors in servicing clients, including preparing basic financial plans, conducting investment research, and completing trades and transactions (money movement, new account opening, etc.) as described by the advisor.

Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings, and provide necessary follow-up. Prepare and ensure new business paperwork successfully submitted, which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office.

Preferred candidate profile

2 years of relevant experience.

Excellent communication

Finance Graduate / MBA Graduate

Must be comfortable working US shifts

Perks and Benefits

5 days working

Sat-Sun off

Two-way cabs,

To apply, share your CV at [email protected].

or call/WhatsApp Sophiya on 7042266439