Job Description

Role Overview: Budget is UPTO 9LPA WITH EXPERIENCE MINIMUM 6-8 Years

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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.

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The role requires reliability, discretion, attention to detail, and strong follow-through.

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Key Responsibilities

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1. Banking, Advisor & Investment Documentation

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- Liaise with banks, fund houses, and investment advisors

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- Handle KYC, forms, mandates, and related documentation

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- Coordinate signatures, submissions, and follow-ups

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- Track requirements through to completion

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1. Accountant & Financial Administration Support

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- Organise expense records and supporting documents

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- Prepare summaries and explanations for bank statements

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- Compile monthly or quarterly documentation for the Chartered Accountant

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- Respond to queries and follow-ups

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1. Payments, Salaries & Monthly Tracking

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- Prepare salary calculations for staff and drivers

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- Track advances, deductions, reimbursements, and bonuses

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- Ensure routine payments are made on time

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- Maintain clear monthly payment records

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1. Household Operations & Vendors

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- Coordinate domestic staff and drivers

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- Manage attendance, rosters, and day-to-day issues

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- Coordinate home maintenance, vendors, and AMC contracts

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- Track repairs, warranties, and service schedules

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1. Administrative & Family Support

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- Schedule meetings with advisors and service providers

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- Send reminders and follow up on pending actions

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- Track renewals for utilities, insurance, and subscriptions

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- Provide basic administrative support across family members

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Skills & Competencies Required

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- Solid organisational and follow-up skills

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- Ability to manage multiple tasks and deadlines

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- Working understanding of expenses, bank statements, and financial documentation

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- Comfortable coordinating with accountants, banks, and advisors

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- Proficient with Excel, email, Whats App, and digital filing

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- Calm, methodical, and solutions-oriented

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Key Personal Attributes (Priority)

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- High integrity, discretion, and trustworthiness

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- Reliable and consistent in execution

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- Detail-oriented and organised

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- Comfortable following up and closing tasks

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- Respectful but firm when dealing with staff

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- Long-term mindset

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📌 Exexcutive Assistant (Mumbai)
🏢 HNI FAMILY IN MUMBAI
📍 Mumbai