Job Description

Role summary:
Seeking a retired senior accountant (banking/private wealth experience preferred) to maintain our family accounts and investment records one full day per week, onsite each Monday or any other day.

Key responsibilities:

Reconcile bank/credit card accounts and petty cash Maintain investment records (stocks, funds, bonds, deposits) Reconcile broker statements; track trades, dividends, interest, fees, corporate actions Prepare monthly summaries: holdings, net worth, cash flow, realized/unrealized gains Maintain document filing and a calendar of payments/maturities/filings Coordinate with broker/bank and tax advisor; ensure strict confidentiality
Job Type: Part-time

Pay: ?8,086.00 - ?20,000.00 per month

Ability to commute/relocate:

Lower Parel, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):

Your Current CTC
Education:

Bachelor's (Preferred)
Work Location: In person