Job Description – Office Assistant Company: BMS Financial Advisors

Location: Surat, Gujarat

Position: Office Assistant

Employment Type: Full-Time

About BMS Financial AdvisorsBMS Financial Advisors is a debt advisory firm assisting Corporate, MSME and Real Estate clients with their funding and financing requirements. We work closely with clients and financial institutions to facilitate suitable funding solutions.

Role OverviewWe are looking for a proactive, organized and responsible Office Assistant to support the day-to-day operations of the office and assist the team in client coordination, documentation, follow-ups and administrative activities.

- Key ResponsibilitiesHandle day-to-day office administration and coordination.
- Maintain and organize client files, documents and records.
- Collect, check and arrange documents required for loan proposals.
- Coordinate with clients for pending documents and information.
- Prepare and maintain basic Excel sheets, MIS and trackers.
- Assist in preparing loan-related documents, application forms and correspondence.
- Coordinate with banks, NBFCs and other financial institutions as required.




- Follow up with clients and financial institutions for pending requirements.
- Maintain records of enquiries, proposals, follow-ups and applications.
- Manage printing, scanning, photocopying and document filing.
- Handle emails, WhatsApp communication and basic correspondence.
- Support the management/team in various day-to-day tasks.
- Maintain confidentiality of client and financial information.
- Skills & QualificationsGraduate / 12th Pass with relevant office experience.
- Basic knowledge of MS Excel, Word, Email and WhatsApp.
- Good communication and interpersonal skills.
- Valuable organizational and documentation skills.
- Ability to coordinate and follow up professionally.
- Attention to detail and accuracy.
- Should be proactive, disciplined and willing to learn.
- Prior experience in Banking, Finance, Loan Processing, CA/Finance Office or NBFC will be an advantage.

Preferred Candidate ProfileWe are looking for someone who is:

Organized • Reliable • Proactive • Good at Follow-ups • Computer-Savvy • Quick Learner • Long Term Association

📌 Office Assistant (Surat)
🏢 Bms Financial Advisors
📍 Surat