Executive Assistant

Location: Lower Parel

Employment Type: Full time

About the Role

We are seeking a highly organised, proactive, and professional Executive Assistant to provide comprehensive administrative and executive support to senior management within an investment advisory environment.

The successful candidate will be responsible for managing schedules, coordinating meetings, maintaining confidential information, supporting client and business communications, and assisting management with day-to-day operational and administrative activities.

The role requires a high level of discretion, attention to detail, professionalism, and the ability to work with confidential client, investment, financial, and corporate information.

Key Responsibilities:

Executive & Administrative Support

- Manage the calendar, appointments, meetings, and commitments of senior management.
- Coordinate internal and external meetings, conference calls, and video meetings.
- Prepare meeting agendas, presentations, briefing notes, and supporting documents.
- Maintain accurate records, correspondence, and executive files.
- Assist senior management with day-to-day administrative and organisational requirements.
- Coordinate travel arrangements, itineraries, accommodation, and related logistics.

Client & Business Support

- Assist with professional communication and correspondence with clients, business partners, professional advisers, and other stakeholders.
- Coordinate client meetings and follow-ups on behalf of senior management.
- Maintain client-related documentation and records in accordance with company procedures.
- Assist with preparation of client presentations, reports, proposals, and other business documents.
- Handle confidential information relating to clients, investments, business activities, and management matters with strict discretion.

Investment Advisory & Compliance Support

- Assist senior management with administrative aspects of investment advisory activities.
- Maintain and organise investment-related reports, research materials, presentations,



and documentation.
- Support the preparation and coordination of client onboarding and KYC documentation.
- Liaise with internal compliance, finance, and operations teams as required.
- Assist in maintaining appropriate records in accordance with internal policies and applicable regulatory requirements.
- Ensure documents and communications are properly filed and readily accessible for review or audit purposes.

Business Operations

- Coordinate with internal teams and external service providers.
- Track important deadlines, action points, appointments, renewals, and deliverables.
- Prepare minutes and action-point summaries following meetings where required.
- Assist with management reports, presentations, spreadsheets, and business analysis.
- Support corporate events, meetings, conferences, and other business activities.Key Skills & Competencies

Key Skills & Competencies

- Excellent organisational and time-management skills.
- Strong written and verbal communication skills.
- High level of attention to detail and accuracy.
- Strong proficiency in Microsoft Office, particularly Word, Excel, PowerPoint, and Outlook.
- Ability to prepare professional reports, presentations, and correspondence.
- Strong interpersonal and relationship-management skills.
- Ability to prioritise multiple tasks and work under time-sensitive conditions.
- High degree of confidentiality, integrity, and professionalism.
- Ability to work independently and exercise sound judgement.
- Proactive approach with strong problem-solving abilities.
- Ability to interact professionally with senior executives, clients, and external stakeholders.

Qualifications & Experience

- Bachelors degree in Business Administration, Finance, Commerce, Management, or a related field preferred.
- 2-4 years of experience as an Executive Assistant, Personal Assistant, Executive Coordinator, or similar role.
- Experience in investment management, financial services, investment advisory, wealth management, banking, professional services, or a regulated financial environment will be an advantage.
- Experience supporting senior executives or directors is preferred.

📌 Executive Assistant (Mumbai)
🏢 Athena Executive Searchnsulting
📍 Mumbai