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 skilled firm. Our goal is to build a strong organisation with proper systems, processes, and execution discipline.

Role Description

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




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

Qualification

- Graduate/Post graduate from any field
- 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