19 Sep
|
HNI FAMILY IN MUMBAI
|
India
19 Sep
HNI FAMILY IN MUMBAI
India
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.
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Key Responsibilities
- 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
- 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
- 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 clear monthly payment records
- 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
- 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
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Skills & Competencies Required
- Solid 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
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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
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📌 Exexcutive Assistant (India)
🏢 HNI FAMILY IN MUMBAI
📍 India