Trainee Wealth Management Operations

TIAA Global Capabilities

Location: Pune, Maharashtra, India

Category: Finance

Salary: 0 - 0 INR / monthly

Full-time

Job Description

A Trainee Wealth Management Operations professional handles administrative tasks, data entry, and transaction processing to support wealth management activities. They ensure accurate record-keeping, compliance, and smooth execution of financial operations.

Responsibilities

Learning & Skill development: Actively participate in training session to learn and understand the systems, processes, and tools used within the team.

Collaborate & seek guidance: Work closely with senior team members to clarify tasks, resolve queries, and gain insights into more complex processes.

Assist in data entry & processing: Support the processing of financial plan report requests by entering data accurately into the systems.

Qualifications

High School Preferred

Why Join Us?

TIAA Global Capabilities is focused on building a scalable and sustainable organization, with a focus on technology, operations, and expanding into the shared services business space. Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes, and develop innovative ideas to increase throughput and productivity.