Role Purpose

The purpose of the Executive Assistant role is to serve as a key liaison between various internal and external stakeholders. The role involves managing schedules, organizing meetings, handling confidential information, and facilitating seamless communication to enable optimal decision-making and execution of strategic initiatives.

Key Expectations of the Role

Calendar and Schedule Management:

- Efficiently manage and coordinate the team's calendar, schedules, and appointments.
- Prioritize and arrange meetings, ensuring optimal time management and alignment with strategic objectives.

Communication and Correspondence:

- Facilitate effective communication between the internal/external stakeholders by managing emails, letters, and phone calls.
- Draft and proofread correspondence, ensuring accuracy and professionalism.

Meeting Coordination and Documentation:

- Organize, coordinate, and document meetings, ensuring all necessary materials and documents are prepared and distributed in advance.
- Record minutes of meetings and follow up on action items to support productive decision-making and project execution.

Confidential Information Management:





- Maintain strict confidentiality in handling sensitive information related to the Management and organizational matters.
- Safeguard and manage confidential documents and data in a secure and organized manner.

Travel and Itinerary Management:

- Arrange travel logistics, including flights, accommodations, and transportation
- Create detailed travel itineraries and ensure smooth travel experiences.

CRM Management & Key projects coordination:

- CRM entries, updates & related dashboards (MS Excel).
- Coordinate with colleagues for updates on various projects.
- Prepare business review reports & rolling target reports.

Personal Qualifications

- Educational Background: A bachelor's degree in business administration, office management, or a related field is preferred.
- Experience: Prior experience in executive assistant roles or administrative positions supporting senior management is advantageous.
- Confidentiality and Ethics: Upholds high standards of confidentiality, ethics, and integrity in handling sensitive information and interactions.
- Technology Proficiency: Proficient in using office productivity software (Microsoft Office, Google Workspace) and calendar management tools

📌 Executive Assistant (Mumbai)
🏢 Anand Rathi Insurance Brokers
📍 Mumbai