Back Office Operations
About Back Office Operations
Customer service, information technology, data processing, human resources, accounting, and other associated administrative tasks are examples of back office operations in the corporate world.
Why is Back Office Operations important?
Despite having an apparently undetectable presence, back-office staff members perform crucial tasks for the company. Any business needs a back office, and related job titles are frequently included under "Operations." Their responsibilities equip and empower front-office staff to carry out their client-facing responsibilities.
Who should take the Back Office Operations Exam?
- Students
- Teachers
- Employees of brokers and sub-brokers
- Employees of Mutual Funds
- Finance Professionals
- Individuals with an interest in this area
Back Office Operations Certification Course Outline
1. Back Office Basics
1.1 Daily Routine
1.2 Office Supplies
2. Mailing Services
2.1 Incoming Mail
2.2 Outgoing Mail
2.3 Fundamentals activities of mail handling department
2.4 Mail Automation
3. Records Management
3.1 Purpose of Record Management
3.2 Features of Effective Record Management
3.3 Type of Files
3.4 Procedure of Classification
3.5 Methods of Filing
4. Office Automation
4.1 Benefits of Office Automation
4.2 Limitations of Office Automation
4.3 Duplicating Machine
4.4 Photocopying Machine
4.5 FAX (Facsimile)
4.6 Dictaphone
4.7 Desktop Publishing (DTP)
4.8 Time recording machine
4.9 Document Shredder
4.10 Telecom Equipments
5. MS-Word
5.1 MS- Word Window Elements
5.2 File Management
5.3 MS-Word Interface
5.4 Editing Text in MS-Word
5.5 Moving and Selection
5.6 Document Printing
5.7 Page Setup
5.8 Document Views
5.9 Headers and Footers
5.10 Insertion Options
5.11 Formatting Document
5.12 Word Tools
5.13 Mail Merge
6. MS-EXCEL
6.1 Worksheet Basics
6.2 MS-Excel Editing Data
6.3 MS-Excel File Management
6.4 MS-Excel Page Setup
6.5 Printing in MS-Excel
6.6 Cell Range and Referencing
6.7 MS-Excel Formula
6.8 MS-Excel Data and Cell Formatting
6.9 Tools
6.10 Sort and Filter
6.11 Data Analysis and Pivot Table
6.12 Charts
7. MS-Power Point
7.1 Loading of PowerPoint
7.2 Starting with a presentation
7.3 Different Views
7.4 Slide Management
7.5 Formatting Options
7.6 Working of a Slide Show
8. Data Security
8.1 Protecting your company’s data
8.2 A Security Checklist
9. Miscellaneous
9.1 Internet
9.2 E-Mail Program
9.3 E-Banking
9.4 Business Letter
9.5 Book-keeping and Accounting
9.6 Stress Management
9.7 Time Management