19 Sep
|
HNI FAMILY IN MUMBAI
|
Maharashtra
19 Sep
HNI FAMILY IN MUMBAI
Maharashtra
Role Overview: Budget is UPTO 9LPA WITH EXPERIENCE MINIMUM 6-8 Years This role supports the day-to-day administration of the household and family office. The position involves coordinating documentation, payments, follow-ups, and operations so that household and basic financial matters run smoothly without repeated involvement from the family. The role requires reliability, discretion, attention to detail, and strong follow-through. ⸻ Key Responsibilities 1. Banking, Advisor & Investment Documentation • Liaise with banks, fund houses, and investment advisors • Handle KYC, forms, mandates, and related documentation • Coordinate signatures, submissions, and follow-ups • Track requirements through to completion 2. Accountant & Financial Administration Support • Organise expense records and supporting documents • Prepare summaries and explanations for bank statements • Compile monthly or quarterly documentation for the Chartered Accountant • Respond to queries and follow-ups 3. Payments, Salaries & Monthly Tracking • Prepare salary calculations for staff and drivers • Track advances, deductions, reimbursements, and bonuses • Ensure routine payments are made on time • Maintain explicit monthly payment records 4.
Household Operations & Vendors • Coordinate domestic staff and drivers • Manage attendance, rosters, and day-to-day issues • Coordinate home maintenance, vendors, and AMC contracts • Track repairs, warranties, and service schedules 5. Administrative & Family Support • Schedule meetings with advisors and service providers • Send reminders and follow up on pending actions • Track renewals for utilities, insurance, and subscriptions • Provide basic administrative support across family members ⸻ Skills & Competencies Required • Strong organisational and follow-up skills • Ability to manage multiple tasks and deadlines • Working understanding of expenses, bank statements, and financial documentation • Comfortable coordinating with accountants, banks, and advisors • Proficient with Excel, email, WhatsApp, and digital filing • Calm, methodical, and solutions-oriented ⸻ Key Personal Attributes (Priority) • High integrity, discretion, and trustworthiness • Reliable and consistent in execution • Detail-oriented and organised • Comfortable following up and closing tasks • Respectful but firm when dealing with staff • Long-term mindset
📌 Exexcutive Assistant (Maharashtra)
🏢 HNI FAMILY IN MUMBAI
📍 Maharashtra