Junior Finance Executive

Pacific Cyber Technology; Mumbai; On-site; INR 180,000 - 280,000; Full time

Job summary

Pacific Cyber Technology is seeking a meticulous Personal Investments Administrative Assistant to maintain records of personal stock market transactions, perform data entry, and coordinate with brokers and banks from Mumbai's Western Suburbs to Churchgate. The role requires independence, high integrity, and strong Excel skills.

You will ensure timely reconciliation of records, generate basic investment reports, and support routine admin tasks related to personal investments while upholding

Qualifications

• Basic understanding of Indian equity markets (BSE/NSE).
• Knowledge of Demat accounts and investment transactions.
• Proficient in Excel and MS Office; able to create basic reports.

Responsibilities

• Maintain accurate records of personal stock market investment transactions.
• Perform data entry of buy/sell transactions and update investment records.
• Follow up with brokers to collect contract notes, bills, statements, and other documents.
• Ensure timely updating and reconciliation of investment records.
• Coordinate with brokers, banks, and financial institutions as required.
• Maintain organized digital and physical investment documentation.
• Prepare basic Excel reports and investment tracking sheets.
• Verify completeness and accuracy of investment information.
• Ensure confidentiality of all personal financial and investment data.
• Support employer with routine admin activities related to personal investments.

Skills

Stock market basics

Demat accounts

Excel & MS Office

Data entry

Numerical analysis

Attention to detail

Organization & documentation

Communication & follow-up

Integrity & confidentiality

Job description

Candidate Location : Must reside in the Western Suburbs Virar to Churchgate

Responsibilities

1. Maintain accurate records of personal stock market investment transactions.
2. Perform data entry of buy/sell transactions and update investment records.
3. Follow up with brokers to collect contract notes, bills, account statements, and other investment-related documents.
4. Ensure timely updating and reconciliation of investment records.
5. Coordinate with brokers, banks, and other financial institutions as required.
6. Maintain organized digital and physical investment documentation.
7. Prepare basic Excel reports and investment tracking sheets.
8. Verify the completeness and accuracy of investment-related information.
9. Ensure confidentiality of all personal financial and investment information.
10. Support the employer with routine administrative activities related to personal investments.

Key Skills

• Basic knowledge of the Indian equity stock market (BSE/NSE).
• Understanding of stocks, Demat accounts, and investment transactions.
• Good knowledge of Microsoft Excel and MS Office.
• Strong data entry and record-keeping skills.
• Good numerical and analytical ability.
• Excellent attention to detail and accuracy.
• Strong organizational and documentation skills.Good communication and follow-up skills.
• High level of integrity and confidentiality.

Ability to work independently and meet deadlines.