Position Summary:  

Designation: Accounts Executive

Location: Athwa gate, Surat (Planning to shift to VESU probably in 6 months)

Salary: 12000-17000/month

Experience Required: 2 Years as accountant

About Us:

Ckredence Wealth is the innovative growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction. 

Job Overview: We are seeking a detail-oriented and proactive Accounts and Compliance Assistant to support our financial operations. This role involves a variety of tasks related to accounting, compliance, and administrative functions. The ideal candidate will have strong organizational skills, a keen eye for detail, and a willingness to learn new concepts in accounting and financial management.

Key Responsibilities:

• Account Management:

  • Update bank entries for all non-individual accounts.

  • Conduct Sushil ledger matching on a half-monthly basis.

  • Ensure timely entry of cash expenses and maintain accurate financial records.

• Expense Management:

  • Record and manage all expense bills and payments.

  • Process TDS and GST bills on a regular basis.

  • Prepare monthly rent bills and ensure timely distribution.

• Data Entry and Record Keeping:

  • Maintain accurate records of all purchase and sales bills.

  • Perform data entry tasks and rectify any errors promptly.

  • Ensure all entries are completed in a timely manner to avoid delays.

• Filing and Compliance:

  • Handle regular filing work and maintain organized documentation.

  • Back up accounts and compliance data regularly, including recording phone calls for compliance purposes.

• Financial Analysis:

  • Match mutual fund brokerage with sale bills on a monthly basis.

  • Generate trade permission letters monthly as required.

• Professional Development:

  • Engage in new learning opportunities related to PMS (Portfolio Management Services) and accounting practices.

  • Participate in product testing or exploration of new concepts relevant to the role.

• Team Support:

  • Take additional responsibilities and initiatives as assigned.

  • Support the accounts and compliance department as a backup when necessary.

• General Administration:

  • Monitor grooming, attendance, and time management for the team.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field (preferred).

• Strong attention to detail and organizational skills.

• Proficient in accounting software and Microsoft Office Suite.

• Ability to work independently and collaboratively in a team environment.

• Excellent communication skills.

Benefits:

• Competitive salary.

• Professional development opportunities.  

• A collaborative and innovative work environment.  

• Opportunity to make a significant impact on the growth of the company. 

How to Apply:

Please send your resume and cover letter to hr@ckredencewealth.com or call on 0261-4084412 to take it forward. You Can Also click the "Apply Form" button at the top.