Operations Coordinator

"Please read full JD before pressing apply button. "

Position: Operations Coordinator Family Office Advisory

(Back Office, Mutual Funds operations, HNI Client Support, Research & Analysis, Portfolio Reporting and Social Media)

Location: Sector 126, Noida (Onsite)

Work Experience required - 2 Years

Employment Type: Full-Time (2-Year Contract, Non Negotiable)

Work Schedule: Monday to Saturday | 8:30am - 6:00pm | Two days Work-from-Home | Bombay Stock Exchange Holiday Calendar + 5 Discretionary Leaves (encashable)

Salary - Rs 21,000/- Negotiable for ideal candidate

How to Apply: Apply on email only - HR@TAMINDIAMFO.COM

__________________________________________________

About us

TAM India Family Office Advisors (www.tamindiamfo.com) is a multi-family office advisory firm serving high-net-worth individuals, business owners, and families with diversified investments across listed and unlisted companies in India and overseas. We provide bespoke investment and wealth management advisory, ensuring absolute confidentiality, precision, and professional excellence in all client matters.

Role Overview

We are seeking a meticulous and resourceful Operations Coordinator (Back Office) to support our client servicing, investment operations, and research functions. This role is ideal for someone who enjoys working with financial data, has strong analytical and coordination skills, communication skills, social media acumen and values confidentiality and professional integrity.

You will play a key role in ensuring smooth back-office operations, maintaining client records, supporting investment documentation, preparing portfolio reports, and coordinating with clients and partners on operational matters. You will actively oversee social media outreach of the firm.

Key Responsibilities

• Manage and maintain client investment documentation, agreements, and compliance records.
• Coordinate client transactions across multiple investment platforms and instruments.
• Prepare and update portfolio performance reports and MIS dashboards using Excel, Power BI, or similar tools.
• Conduct research on taxation, investment structures, and financial products relevant to client portfolios.
• Communicate professionally with clients via email and phoneensuring clarity, confidentiality, and responsiveness.
• Liaise with custodians, fund houses, registrars, and other financial intermediaries for documentation and reporting.
• Assist the leadership team in operational efficiency improvements and implementation of internal systems.
• Gather, validate, and maintain data from multiple sources including financial portals and databases.

Qualifications & Skills

• Graduate in Commerce, Finance, Accounting, Economics, or related field.
• Minimum 2 years of experience in back-office operations, wealth management, or investment advisory support.
• Strong command of Microsoft Excel (advanced functions, pivot tables, etc.)
• Excellent written and verbal communication skills in English and presentation skills.
• High attention to detail and accuracy with numbers and documentation.
• Ability to work independently, maintain discretion, and handle confidential client information.

  Looking to get Placed? Try our Placement Guarantee Plan

  Get Hired
• Professional demeanor and confidence to interact with high-net-worth clients and senior professionals.

Other Requirements

• Mandatory background verification prior to employment due to the confidential and sensitive nature of client data.
• Commitment to a minimum 2-year employment contract, reflecting the firm's investment in training and grooming of the candidate.

What We Offer

• Exposure to the working environment of a boutique multi-family office, dealing with complex investment structures and sophisticated clients.
• Opportunity to develop deep domain knowledge in wealth management, taxation, and investment operations.
• Professional and ethical workplace culture emphasizing trust, integrity, and long-term relationships.
• Competitive compensation based on experience and qualifications.
• One day work from home
• Generous leave policy: NSE leave calendar & 5 Discretionary Leaves (Encashable)
• Industry seminars and trainings and career development.

How to Apply

Interested candidates may send their resume and cover letter to HR@TAMINDIAMFO.COM with the

Subject line: Operations coordinator - "your name"Role & responsibilities