01 Sep
|
Finsmart Accounting
|
Maharashtra
01 Sep
Finsmart Accounting
Maharashtra
About the Role
Finsmart Accounting is looking for a smart, organized, reliable, and communication-driven Executive Assistant to support the Co-founder’s office. This role combines calendar management, meeting coordination, external communication follow-ups, podcast/webinar coordination, travel and event support, documentation, and action tracking. The ideal candidate should be excellent at scheduling, follow-ups, coordination, written communication, and handling multiple moving parts with maturity and ownership.
Key Responsibilities
1. Calendar &
- Daily Schedule Management
● Manage the Co-founder’s daily, weekly, and monthly calendar.
● Schedule internal and external meetings across India and US time zones.
● Manage meeting invites, calendar links, reminders, rescheduling, and follow-ups.
● Ensure meeting links, agendas, documents, and basic context are ready before calls.
● Protect focus time, flag calendar conflicts, and help maintain a smooth daily rhythm.
2.
Meeting
Preparation, Follow-ups &
- Action Tracking
● Prepare basic meeting briefs with purpose, past context, required documents, and expected next steps.
● Coordinate with internal teams to collect relevant inputs before key meetings.
● Track action items from meetings and discussions.
● Maintain daily and weekly follow-up trackers.
● Follow up with internal teams and external stakeholders to ensure timely closure.
● Ensure important tasks, commitments, and conversations do not fall through the cracks.
3. Email, Message &
- Communication Support
● Draft basic emails, reminders, confirmations, thank-you notes, and follow-up messages.
● Support communication with clients, partners, podcast guests, webinar speakers, vendors, and internal stakeholders.
● Track important emails/messages that need response or action.
● Maintain a warm, professional, and clear communication style.
● Escalate important matters to the Co-founder in a timely manner.
4. Podcast, Webinar &
- External Coordination
● Coordinate with podcast guests and webinar speakers for scheduling and confirmations.
● Share calendar invites, meeting links, bios, headshots, topics, and preparation notes.
● Coordinate with the content and marketing team for promotional requirements.
● Maintain trackers for podcast guests, webinar speakers, partner conversations, and event follow-ups.
● Ensure all external guests have a smooth and professional experience with Finsmart.
5. Travel &
- Conference Support
● Coordinate domestic and international travel plans.
● Manage flights, hotels, transport, visa documents, insurance, conference registrations, and itinerary details.
● Prepare travel folders with tickets, hotel confirmations, event schedules, meeting lists, and important contacts.
● Coordinate client meetings, networking meetings, dinners, socials, and conference-related follow-ups.
● Support post-event follow-up tracking with clients, prospects, partners, and industry contacts.
6. Documentation, Organization &
- Founder Productivity
● Maintain organized folders, trackers, contact lists, meeting notes, and important documents.
● Keep updated lists for clients, partners, event contacts, podcast guests, webinar speakers, and internal action items.
● Manage reminders, appointments, subscriptions, renewals, and basic administrative tasks where required.
● Coordinate with internal admin, finance, HR, marketing, and sales teams for operational matters.
● Help reduce scheduling gaps,
missed follow-ups, and coordination delays.
Ideal Candidate Profile We are looking for someone with:
● 3–6 years of experience as an Executive Assistant, Founder’s Office Coordinator, Executive Coordinator, Admin Executive, Communication Coordinator, or similar role. Dealing with US clients, community is an added advantage.
● Strong calendar and meeting management skills.
● Excellent written and spoken English.
● Ability to communicate professionally with senior external stakeholders.
● Solid follow-up discipline and attention to detail.
● Comfort working across India and US time zones.
● Good working knowledge of Google Calendar, Gmail, Google Sheets, Google Docs, Excel, and basic project trackers.
● Prior experience supporting founders, CXOs, US-facing teams, events will be preferred
Requirements
Skills Required: ● Calendar management
● Meeting coordination
● Email drafting
● Follow-up tracking
● Travel planning
● Event coordination
● Podcast/webinar coordination
● Documentation
● Stakeholder coordination
● Google Workspace / MS Office
● Ownership and reliability
● Confidentiality and discretion
Benefits
Success Metrics : The person will be measured on:
● Calendar discipline and meeting preparedness.
● Timely scheduling and rescheduling of meetings.
● Timely follow-ups and closure of action items.
● Accuracy of trackers, notes, documents, and travel plans.
● Smooth coordination of podcasts, webinars, events, and external meetings.
● Reduction in missed follow-ups or scheduling gaps.
● Quality and professionalism of communication.
● Ability to handle confidential information responsibly.
● Overall improvement in the Co-founder’s productivity and daily rhythm
Timings: 12 PM to 9 PM (Flexible to US time zone when co-founder is travelling)
📌 Executive Assistant to Co-founder (Maharashtra)
🏢 Finsmart Accounting
📍 Maharashtra