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.
Robust analytical, organizational, and problem-solving abilities.
Ability to multitask, prioritize work, and meet deadlines.
Skilled 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