About the Role:

We are seeking a highly organized, presentable and proactive Personal Assitant to support our Managing Director/ CFO in daily business operations. The ideal candidate will have strong administrative and communication skills, along with a basic understanding of finance, stock market and accounts. This position requires discretion, professionalism, and the ability to handle sensitive information efficiently.

Key Responsibilities:

- Provide comprehensive administrative and secretarial support to the MD & CFO.
- Manage daily schedules, appointments and meeting coordination.
- Prepare meeting agendas, presentations, minutes of meetings, and follow-up reports.
- Handle confidential correspondence, emails, and documentation.
- Coordinate internal and external communications on behalf of MD & CFO.
- Assist in reviewing basic financial data, MIS reports, and expense tracking.
- Support in managing payments, reimbursements, and invoice documentation.
- Liaise with department heads, clients, and external partners for business meetings.
- Accompany MD for outstation meetings/events.
- Maintain organized filing systems (both digital and physical).
- Assist in research, report preparation, and drafting professional communications.Requirements:




- Bachelor’s Degree in Commerce, Business Administration, or equivalent.

Preferred Qualities:

- Professional attitude also should be a presntable with strong interpersonal skills.
- High attention to detail and problem-solving mindset.
- Ability to prioritize tasks under pressure.
- Self-driven and proactive approach to work.
- 0–1 years of experience as a Personal Assistant, Executive Assistant, or similar role.
- Handle the meetings give the presentation's to the clients.
- Basic understanding of finance, stock market, and documentation procedures.
- Excellent written and verbal communication skills.
- Solid organizational and multitasking abilities.
- Should have their own laptop.
- Proficient in MS Office (Word, Excel, PowerPoint, Outlook).
- Discretion and confidentiality in handling sensitive business information.
- Willingness to travel to different cities and sometime to other countries as well for business meetings & events.

Job Type: Full-time Pay: ₹20,500.00 - ₹30,000.00 per month

Education

- Bachelor's (Required)

Willingness to travel:
- 100% (Required)

Work Location: In person

📌 Personal Secretary (Lucknow)
🏢 CREDAX INDIA SERVICES PRIVATE
📍 Lucknow