Financial Planning Operations – Operations Executive (Senior)
Forvis Mazars (company site, opens in a new tab)PuneOn-siteDirect career pageEst. 9–15 LPA
Posted 16h ago
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Job description
Structured overview of role & requirements
About This Role
- Manage day-to-day administrative tasks and coordination for Financial Planning Operations team.
- Ensure accuracy and maintenance of data in main systems, including CRM and valuation feeds.
- Support operational initiatives, supplier relationship management, and training program delivery as guided by Director of Operations.
Minimum Requirements
- Work Experience Required: Not explicitly mentioned in the JD.
- Experience or general understanding of regulated Financial Services Industry preferred.
- Proficiency in Microsoft software, ideally including Microsoft Co-Pilot.
- Location requirement: Pune, India.
Ideal Candidate Profile
- Experienced in financial services operations with capability in managing multi-stakeholder coordination and administrative processes.
- Strong skills in data accuracy, report and presentation writing, and operational support within regulated environments.
- Demonstrates flexibility in multitasking, process adaptation, and assisting in training and supplier management.