About Jacob & Associates

Jacob & Associates is a Chartered Accountant firm based in Kottayam providing services in taxation, compliance, audit, NGO/FCRA advisory, and strategic financial consulting to clients across India and abroad.

We are a 25-member team focused on building a process-driven, disciplined, and high-quality professional firm. Our goal is to build a strong organisation with proper systems, processes, and execution discipline.

Role Description

1. Manage founder communications into structured tasks, assigning them, and tracking completion.
2. Oversee the founder’s calendar by scheduling meetings, optimizing time usage, and avoiding conflicts.
3. Prepare and share meeting minutes with transparent decisions, action items, owners, and deadlines while tracking progress.
4. Maintain a centralized task tracker to monitor assignments, deadlines, follow-ups, and escalate delays when needed.
5. Coordinate processes by tracking each workflow stage and ensuring timely completion across departments.
6. Handle client coordination and lead management by tracking leads, scheduling meetings, and following up until closure.
7.



Coordinate with multple outside agencies on behalf of the company.
8. Support HR functions by coordinating recruitment, scheduling interviews, and tracking employee-related records and tasks.

Qualification

1. Graduate/Post graduate from any field
2. Minimum 2 years experience in this profile, or any other adminsitrative profile

Skills required:

- Working knowledge of Google Sheets / Excel (creating trackers, maintaining task lists, basic reports)
- Working knowledge of Google Docs / MS Word
- Ability to manage Google Calendar and scheduling
- Strong in written and spoken English
- Ability to prepare Minutes of Meeting (MOM) and structured summaries
- Ability to organise files, folders, and documents systematically
- Basic understanding of task management tools (Jamku/ Notion / Trello / Asana / ClickUp) is an advantage
- Good typing speed and documentation skills
- Assertive yet professional in follow-ups
- Ability to organise files, folders, and documents systematically

📌 Executive Assistant to the Founder (Kottayam)
🏢 Jacob & Associates
📍 Kottayam