Accountant & Administrator

Job Title: Accounts Administrator

Department- Finance & Admin

Location: Client First Wealth Management HQ (Raipur)

Company: Client First Wealth Management Pvt Ltd

Employment Type: Full-time

About Client First Wealth Management

Client First Wealth Management is a growing financial services firm committed to helping clients achieve long-term financial security, wealth creation, and prosperity. With a strong client-first approach, we provide customized investment, insurance, and wealth management solutions built on trust, expertise, and long-term relationships.

Role Overview

We are seeking a detail-oriented and dependable Accounts & Finance Administrator to manage day-to-day accounting records, financial documentation, and administrative coordination. This role is vital in ensuring accuracy in financial data, smooth office operations, and process efficiency within a fast-paced wealth management environment.

Key Responsibilities

Accounts & Finance Operations

• Maintain and update financial records, accounting entries, and ledgers
• Perform account reconciliation to ensure accuracy and compliance
• Track expenses, invoices, and payment records
• Assist in preparing financial reports and documentation
• Coordinate with internal teams and external consultants for finance-related requirements

Administrative & Operational Support

• Manage day-to-day office administration and documentation
• Maintain organized filing systems and financial data records
• Support management with reports, data preparation, and operational tasks
• Assist in ensuring process discipline and documentation compliance

Coordination & MIS

• Provide support for client-related documentation and internal account records
• Maintain and update MIS reports using Excel and internal systems
• Coordinate with different departments for data verification and process completion

Skills & Competencies Required

• Strong understanding of accounting and financial processes
• Knowledge of account reconciliation and financial record management
• Good administrative and coordination skills
• Proficiency in Microsoft Excel (formulas, data handling, reporting)
• Strong attention to detail and data accuracy
• Good communication and interpersonal skills
• Ability to work independently and within a team

Qualifications

• Bachelors degree in Accounting, Finance, Commerce, or related field
• 13 years of experience in accounts, finance operations, or administration
• Experience in a financial services or wealth management firm will be an added advantage