Executive Assistant

Executive Assistant (Wealth Operations) - Client Relationships

We're looking for a sharp, detail-oriented Executive Assistant to support our Wealth Operations team. This role is perfect for a proactive individual who thrives in a fast-paced environment and has a passion for building strong relationships with high-net-worth clients. You’ll be the operational backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth management space. We work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.

• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.

• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.

• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.

• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients.

• Certifications: NISM VA and AMFI certifications are a big advantage.

• Technical Skills: Familiarity with the Zoho suite is preferred.

Who you are:

• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.

• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.

• A Clear Communicator: You have excellent verbal communication skills.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.

• You are not comfortable with change or taking on new responsibilities.

• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.

• Meaningful Impact: You’ll be a vital part of our team, not just a cog in the wheel.

• A great work environment that is informal, encouraging, and collaborative.

• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]

2. Skills Assessment: An online test to evaluate your skills. [60 min]

3. Recruiter Phone Interview: A quick chat with our recruiter. [30 min]

4. Technical Interview: A discussion about your experience and skills. [30 min]

5. Founder's Interview: A final interview to ensure a great fit. [30 min]

6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office.

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 6+ years Experience.

More about this Executive Assistant job

1. What is the eligibility criteria to apply for this Executive Assistant job?
   Ans: The candidate should be Graduate and above and above with 1 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹22000 - ₹45000 per month that depends on your interview. It's a Full Time job in Pune.
3. How many working days are there for this Executive Assistant job?
   Ans: This Executive Assistant job will have 6 working days.
4. Are there any charges applicable while applying or joining this Executive Assistant job?
   Ans: No, there is no fee applicable for applying this Executive Assistant job and during the employment with the company, i.e., BAKER STREET FINTECH PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Executive Assistant role?
   Ans: There is an immediate opening of 1 Executive Assistant at BAKER STREET FINTECH PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Executive Assistant job?
   Ans: This Executive Assistant job has 11:00 दोपहर - 08:00 रात timing.