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Office Assistant @ Compass Financial Partners

Company Name Compass Financial Partners
Location MUMBAI, India
Job Type Office Assistant
Job Description

Company Profile : Compass Financial Partners is born out of a desire to offer well researched solutions that can help you take the right decisions in your life, centred on wealth creation, preservation and sharing it with your next generation.

This requires understanding your stated and unstated goals, visualizing multiple challenges, showcasing various alternatives and identifying the solutions that best suit you. Our team’s rich experience spanning over twenty years and across several market cycles can be of great help to you in distinguishing what works and what may not. This is to ensure that your Life Goals are reached in the fastest and smoothest manner possible, with a single trusted partner – COMPASS FINANCIAL PARTNERS.

Job Description : 

  • Good Knowledge of English both written and spoken.
  • Good Knowledge of Computers, excel word and ppt.
  • Knowledge of form filling,and other kyc and on boarding for clients.
  • Should be good in using excels, shld be able to do portfolio updation.
  • Should be able to do portfolio and commission reconcilation.
  • Should be able to coordinate for bank work, AMFI, AMCs .
  • Should be able to send emails.
  • If need be do some calls to clients for meetings etc.
  • Should be able to coordinate for forms to send to clients of Mutual Funds and having them picked up and delivered to AMCs office.

Candidate Profile :

  • The candidate should be amfi or cep certified.
  • Knowledge of insurance would be valued

Salary : As per market standard

 Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 04/09/2018