Executive Assistant to Family Office /n /n Location: Chennai /n Employment Type: Full-time, In-office /n Organisation: Sakiaa /n /n Role Overview /n /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 /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 /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 /n Key Responsibilities /n /n Executive & Calendar Support /n /n Manage calendars, appointments and meeting schedules. /n Coordinate meetings with wealth managers, bankers, fund managers, auditors, lawyers, consultants and other external parties. /n Maintain reminders for important meetings, deadlines and follow-ups. /n Coordinate travel, appointments and other executive requirements when required. /n Assist with routine correspondence and communication. /n /n Meetings & Minutes /n /n Prepare meeting agendas and relevant documents before meetings. /n Attend internal and external meetings when required. /n Take clear and structured Minutes of Meeting (MoM). /n Record key discussions, decisions, action items, responsible persons and deadlines. /n 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.



/n Follow up with internal team members and external parties until matters are completed. /n Track commitments made during meetings. /n Escalate delayed or unresolved matters appropriately. /n 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. /n Coordinate requests for reports, portfolio statements, investment documents and other information. /n Maintain organised digital records of important documents and correspondence. /n Help consolidate information received from multiple advisors and service providers. /n Maintain confidentiality of all family, financial and business information. /n /n Administrative Support /n /n Draft basic emails, letters, meeting notes and internal communications. /n Maintain contact databases and records. /n Organise documents and ensure information can be retrieved quickly. /n Coordinate signatures, documentation and submissions when required. /n 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.



/n 2–5 years of experience as an Executive Assistant, Management Assistant, Office of the MD/CEO professional, or similar role. /n Strong written and spoken English. /n Excellent organisational and follow-up skills. /n Strong ability to take structured meeting notes and prepare professional MoMs. /n Comfortable working with Microsoft Word, Excel, PowerPoint, Outlook and calendar applications. /n Basic understanding of finance, banking and investments is preferred. /n Comfortable interacting professionally with senior executives and external advisors. /n High level of discretion and confidentiality. /n /n What We Are Looking For /n /n The person should be: /n /n Extremely organised and detail-oriented. /n Proactive rather than waiting for instructions. /n Persistent with follow-ups without being unprofessional. /n Comfortable handling several ongoing matters simultaneously. /n Able to distinguish between urgent and non-urgent matters. /n Clear and concise in communication. /n Reliable with deadlines. /n Comfortable working in a small, professional Family Office environment. /n /n What Success Looks Like /n /n The Executive Assistant should become the Family Office’s central point for coordination and follow-through. /n /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 /n The objective is simple: nothing significant should be forgotten, delayed or lost because nobody followed up.

📌 Executive Assistant (Thoothukudi)
🏢 sakiaa investments
📍 Thoothukudi