Job Summary

We are looking for a proactive, detail-oriented, and highly organized Executive Assistant to support senior management in client coordination, account reconciliation, payment follow-ups, project tracking, and cross-functional coordination. The ideal candidate should possess strong communication and organizational skills, with hands-on experience in Zoho CRM/ERP or similar software.

Key Responsibilities

- Manage and maintain client data, records, and trackers using Zoho CRM/ERP or similar software.
- Perform client account reconciliation and coordinate with the Accounts team to resolve discrepancies.
- Track customer invoices, receipts, outstanding payments, and ensure timely follow-ups for collections.
- Maintain proper documentation of client receipts, payment confirmations, and related records.
- Coordinate with the Sales, Projects, Procurement, Production, Accounts, Logistics, and Installation teams to obtain regular project updates.
- Prepare and maintain daily, weekly, and monthly MIS reports, dashboards, and trackers.
- Monitor project progress and ensure timely communication between internal teams and clients.
- Schedule meetings, maintain calendars, prepare MOMs (Minutes of Meetings),



and assist senior management in administrative tasks.
- Maintain accurate documentation, correspondence, and filing systems.
- Ensure timely follow-up on action items and support management in achieving project deadlines.
- Build and maintain skilled relationships with clients and internal stakeholders.
- Be willing to travel to client locations, as and when required, for meetings, project coordination, payment follow-ups, site visits, and relationship management.

Required Skills

- Experience in Client Account Reconciliation
- Hands-on experience with Zoho CRM/ERP or similar software.
- Strong knowledge of Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, MIS Reporting).
- Excellent follow-up, coordination, and communication skills.
- Strong analytical, organizational, and problem-solving abilities.
- Ability to multitask, prioritize work, and meet deadlines.
- Professional attitude with a customer-centric approach.

Qualification

- Bachelor's Degree in Commerce, Business Administration, Management, or a related field.
- Certification in Zoho CRM, Advanced Excel, or ERP systems will be an added advantage.

📌 Executive Assistant (Mumbai)
🏢 JMS UNIVERSAL TECHNOLOGIES
📍 Mumbai