1. Calendar & Schedule Management

- Manage the Managing Partners complex calendar with precision, including scheduling internal and external meetings, appointments, and commitments.
- Proactively prioritize and adjust schedules to accommodate changing priorities, deadlines, and urgent matters.
- Ensure adequate preparation time for meetings, including briefing notes, pre-reads, and necessary follow-up tasks.

2. Attending Guests & Visitors

- Serve as the first point of contact for all guests and visitors by welcoming them in a warm, professional, and courteous manner.
- Understand the purpose of their visit and direct them to the appropriate person or department. Inform concerned staff about visitor arrivals promptly and ensure minimal waiting time.
- Maintain a visitor log/register and ensure adherence to security and company protocols.
- Coordinate and manage F&B; requirement for guests and management team.

3. Meeting Coordination

- Organize and facilitate meetings, board sessions, and cross-functional discussions.
- Prepare meeting agendas, materials, presentations, and minutes as needed.
- Track action items and ensure timely follow-up on outstanding deliverables.

4. Travel Management

- Plan and coordinate with booking domestic and international travel itineraries, including flights, accommodations, transportation, visas, and travel insurance.
- Prepare detailed travel packs with itineraries, confirmations, contact information,



and meeting briefs.
- Anticipate contingencies and provide real-time support during travel.

5. Events & Booking Management

- Arrange conference registrations, external engagement bookings, networking events, and client entertainment.
- Coordinate in office logistics for company events, board meetings, team offsites, and leadership retreats.
- Manage vendor relationships (venues, caterers, decorators, etc.) and handle event-related budgeting and invoicing.

6. Gifts & Procurement Support

- Source, evaluate, and procure corporate gifts, and event-related merchandise.
- Maintain a database of approved vendors, preferred suppliers, and customized gift options.
- Ensure all gifting aligns with corporate branding guidelines and cultural protocols.

7. Communication & Correspondence

- Serve as Assistant for the Managing Partner by managing emails, calls, and requests with discretion and tact.
- Draft, proofread, and edit communications, presentations, and reports as required.
- Always maintain confidentiality of sensitive information.

8. Office & Administrative Support

- Maintain filing systems, including digital databases, documents, and confidential materials.
- Handle expense reporting, reimbursements, invoicing, and budget tracking.
- Support with research, data collection, and preparation of briefing materials for strategic initiatives.

📌 Executive Assistant To Managing Partner (Mumbai)
🏢 Plutus Wealth Management
📍 Mumbai