SN WEALTH
Website:
snwealth.in
Job details:
About the Job
Company Description -
SN Wealth is a financial advisory firm focused on helping individuals and corporates build, manage, and grow their wealth through goal-based investing and disciplined strategies. Our approach combines detailed risk assessment, structured financial planning, and continuous portfolio monitoring to deliver long-term, sustainable outcomes. We are committed to simplifying financial decisions and being a trusted partner in our clients’ wealth creation journey.
📍 Location: Thane
💼 Experience: Fresher / 0–1 Year
🕐 Employment Type: Full-time
Job Responsibilities -
- Manage day-to-day administrative operations and office coordination
- Handle email correspondence and maintain proper records
- Maintain and update client, vendor, and company databases
- Prepare reports, MIS, and documentation using MS Excel
- Coordinate with internal teams and external stakeholders
- Schedule meetings, maintain calendars, and follow up on pending tasks
- Organize and manage office files, documents, and data efficiently
- Assist management with administrative and operational support
- Ensure timely completion of assigned tasks and maintain process documentation
Key Requirement-
- Excellent command of English (written and verbal)
- Prior experience in the Finance Industry will be preferred
- Proficiency in Email Management, MS Excel, and Data Management
- Strong communication and interpersonal skills
- Languages Required: Marathi, English, and Hindi
- Good organizational and multitasking abilities
Qualification-
- Graduate in any discipline
- 1–3 years of experience in Administration, Operations, or a similar role
- Detail-oriented with a professional approach to work
- Ability to work independently and handle multiple responsibilities
Location Preference: Candidates from Thane or nearby locations only.
📩 Interested candidates can apply through LinkedIn or send their resume to: support@snwealth.in
Click on Apply to know more.