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 effective 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 (Maharashtra)
🏢 Anand Rathi Insurance Brokers
📍 Maharashtra