Role Overview: Budget is UPTO 9 LPA 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 Responsibilities1. 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 completion2. 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-ups3. 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 records4.

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 schedules5. 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• 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, Whats App, 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 (Mumbai)
🏢 HNI FAMILY IN MUMBAI
📍 Mumbai