COMPANY: Deeraj Shetty - Your Personal CFO

ABOUT US:
We are SEBI Registered Investment Advisors (RIA) with Dyota Solutions.
We are fee-only Financial Planners & Retirement Advisors.
We work with Senior Salaried Executives, Corporate Lawyers & athletes to plan every aspect of their: Investments, Taxes, Retirement, Real Estate, Insurance & Writing a Will.

ABOUT THE PERSON WE ARE LOOKING FOR:
I am currently looking for someone to work very closely with me to manage all aspects of my business, office and life.

ABOUT THE JOB ROLE:
A Personal Assistant or Executive Assistant to the director or a Financial Planning and Wealth Management Company.

You will play a critical role in maintaining and managing the financial integrity and operational accuracy of both: My Company's Internal Accounts and Client Operations.

You will coordinate daily with my Admin team and Client Servicing team to ensure timely and precise reconciliations and reporting.

JOB RESPONSIBILITIES:

- Managing Office Operations, Client Operations, Vendors & Stakeholders




- Plan & Communicate for Account Opening, Prospects & Client Review meetings
- Oversee & Coordinate Bills, Accounts, Payments & Invoices
- Managing my emails, whatsapp, calendar & team task list

WORK TIMINGS:
Mon to Friday - 9AM to 6PM
1st & 3rd Saturday - working. 2nd & 4th Saturday off.
Full Time - Work from Office Only

SKILLS WE ARE LOOKING FOR:

--- Multi-Tasker
--- Coordinator & Organizer
--- Communicator

Few Questions:
1. Where do you live in Bangalore?
2. Can you travel to Sadashivnagar, every day?
3. Have you worked with Mutual Funds or in Wealth Management or Financial Planning?

Look forward to hearing from you.

Your Personal CFO
www.deerajshetty.com

Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹45,000.00 per month

Perks:

- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Paid time off

Experience:

- mutual funds: 1 year (Preferred)

Work Location: In person

📌 Personal Assistant (India)
🏢 Your Personal CFO
📍 India