Coordinate with the bookkeeper for:
Daily entries
Bank reconciliations
Expense tracking
Track payments, receipts, and approvals
Maintain basic MIS, cash flow summaries, and pending reports
Coordinate with CA, banks, and other consultants
Investments & Family Office Support
Maintain records of:
Stocks, Mutual Funds, IPO applications
Real estate documents and payments
Prepare simple periodic reports (Excel / Google Sheets)
Track documents, statements, and compliance timelines
Operations & Administration
Track pending tasks across team members
Ensure follow-ups are closed on time
Maintain files, agreements, and important records
Support general office and asset management activities
Coordination Role
Act as a
single point of coordination
between:
Accounts
Research team
Office assistant
Escalate pending issues with proper updates
Required Skills & Qualifications
Graduate in Commerce / Management (B.Com preferred)
2-5 years of experience in office coordination, accounts, or operations
Working knowledge of:
Excel / Google Sheets
Banking & basic accounting
Good communication and follow-up skills
Organized, responsible, and deadline-oriented
Who Should Apply
Candidates who like
tracking work and closing tasks
People comfortable with follow-ups and coordination
Those looking to grow into
finance & operations management
What We Offer
Stable long-term role in a growing family office
Exposure to investments, finance, and multi-business operations
Learning-oriented environment
Salary up to ?35,000 based on experience
Keywords for Indeed (Optional to Add)
Office Coordinator, Finance Operations, Family Office, Accounts Coordination, MIS Reporting, Back Office Executive
Job Type: Full-time
Pay: Up to ?35,000.00 per month
Work Location: In person
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