Job Description

Job description

Duties and Responsibilities:

Management of MDs calendar. With direct access to MDs calendar, schedule meetings directly with interested parties (clients, prospective clients, staff, personal appointments). Manage calendar to ensure efficiency and protection of MDs desired hour parameters. (15%) Management of MDs email. With direct access to MDs inbox, help to flag, prioritize, and organize emails. Send emails on behalf of MD as instructed. (20%) Assists in the financial services process by editing and proof-reading proposal and contracts. Attends and travels with MD to all meetings to keep abreast of all status and needs. Taking notes in all meetings is a must. (15%) Assists MD with presentations and proofreading any financial documents. (10%) Assists MD with management of personal calendar. Runs personal errands and assists with personal household affairs. (20%) Assists MD with office organization and light office maintenance (straightening, replacing supplies, light sweeping). (10%) Performs other duties in the general running of the business and assisting other staff with administrative tasks and projects as needed. (10%) (Percentages assigned may fluctuate from week to week and may shift over time as the position holder becomes more efficient in certain areas and as business needs change.)

Required Skills/Abilities:

Must have strong working knowledge of Google Workspace (Gmail, Google Drive, Google Meet, Google Sheets, and Google Docs) and Microsoft Office (Word, Excel, PowerPoint), with the ability to learn new or updated computer systems. Ability to communicate professionally, clearly, and effectively with all types of audiences. Ability to adapt communication style according to the audience and situation. Demonstrated ability to learn, adjust and adapt to preferences of MD. Ability to keep priorities organized and keep MD organized. Excellent attention to detail required. Excellent time management skills with a proven ability to meet deadlines. Ability to move quickly when needed and function effectively under pressure.

Education and Experience:

High school diploma required, Bachelors degree in Business Administration or related field preferred. At least four years of high-level administrative assistant work preferred. Experience assisting in financial service-related operations is preferred. Working Expectation and Requirements: This is a desk job, with significant time spent on the computer, phone, Zoom, and email. Must establish a daily, routine schedule within the hours of 9:15am 6:00pm to establish consistency in communication with clients and team members.

languages:

Hindi , English , Tamil

Job Type: Full-time

Pay: ?25,000.00 - ?45,000.00 per month

Work Location: In person