Executive Assistant to Family Office /n Location: Chennai /n Employment Type: Full-time, In-office /n Organisation: Sakiaa /n Role Overview /n Sakiaa is looking for an organised, proactive and highly dependable Executive Assistant to support the day-to-day functioning of the Family Office. /n The role will involve executive support, meeting coordination, documentation, follow-ups and maintaining visibility over ongoing tasks across investments, banking, finance, legal, compliance and general administration. /n The ideal candidate should be someone who takes ownership, follows through on tasks and ensures that important matters do not fall through the cracks. /n Key Responsibilities /n Executive & Calendar Support /n /n

- Manage calendars, appointments and meeting schedules.

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- Coordinate meetings with wealth managers, bankers, fund managers, auditors, lawyers, consultants and other external parties.

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- Maintain reminders for important meetings, deadlines and follow-ups.

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- Coordinate travel, appointments and other executive requirements when required.

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- Assist with routine correspondence and communication.

/n /n Meetings & Minutes /n /n

- Prepare meeting agendas and relevant documents before meetings.

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- Attend internal and external meetings when required.

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- Take clear and structured Minutes of Meeting (MoM).

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- Record key discussions, decisions, action items, responsible persons and deadlines.

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- Circulate MoMs and maintain an organised record of previous meetings.

/n /n Follow-ups & Execution /n /n

- Maintain a central tracker of pending tasks and action items.

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- Follow up with internal team members and external parties until matters are completed.

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- Track commitments made during meetings.

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- Escalate delayed or unresolved matters appropriately.

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- Provide regular updates on pending and completed items.

/n /n Family Office Coordination /n /n

- Assist in coordinating matters relating to investments, banking, taxation, legal, compliance and administration.

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- Coordinate requests for reports, portfolio statements, investment documents and other information.

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- Maintain organised digital records of important documents and correspondence.

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- Help consolidate information received from multiple advisors and service providers.

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- Maintain confidentiality of all family, financial and business information.

/n /n Administrative Support /n /n

- Draft basic emails, letters, meeting notes and internal communications.

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- Maintain contact databases and records.

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- Organise documents and ensure information can be retrieved quickly.

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- Coordinate signatures, documentation and submissions when required.

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- Handle other administrative requirements of the Family Office.

/n /n Candidate Profile /n /n

- Bachelor's degree in Business Administration, Commerce, Finance, Management or a related field.

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- 2–5 years of experience as an Executive Assistant, Management Assistant, Office of the MD/CEO professional, or similar role.

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- Solid written and spoken English.

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- Excellent organisational and follow-up skills.

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- Strong ability to take structured meeting notes and prepare professional MoMs.

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- Comfortable working with Microsoft Word, Excel, PowerPoint, Outlook and calendar applications.

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- Basic understanding of finance, banking and investments is preferred.

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- Comfortable interacting professionally with senior executives and external advisors.

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- High level of discretion and confidentiality.

/n /n What We Are Looking For /n The person should be: /n /n

- Extremely organised and detail-oriented.

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- Proactive rather than waiting for instructions.

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- Persistent with follow-ups without being unprofessional.

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- Comfortable handling several ongoing matters simultaneously.

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- Able to distinguish between urgent and non-urgent matters.

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- Clear and concise in communication.

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- Reliable with deadlines.

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- Comfortable working in a small, professional Family Office environment.

/n /n What Success Looks Like /n The Executive Assistant should become the Family Office's central point for coordination and follow-through. /n After a meeting, there should be a clear record of what was decided, who is responsible, when it needs to be completed and whether it has actually been completed. /n The objective is simple: nothing important should be forgotten, delayed or lost because nobody followed up.

📌 Executive Assistant (Tirunelveli)
🏢 sakiaa investments
📍 Tirunelveli