Front Office, Admin & Accounts Executive

Role at a glance

One person runs the front desk, the office and the day-to-day books in Tally Prime for Tailwind, its associated CA firm and the promoter family's accounts. Visitor traffic is light, so bookkeeping and administration fill most of the working day.

Tailwind is a Mumbai-based wealth management and investment advisory firm serving HNI clients across PMS, mutual funds, AIFs and bonds.

Title - Front Office, Admin & Accounts Executive

Location - Goregaon East, Mumbai, on-site

Experience - 3–6 years in office accounts and administration

Hours - Monday to Saturday, 9:30 am to 6:30 pm

Key responsibilities

Bookkeeping (Tally Prime)

- Post daily entries for sales, purchases, receipts, payments, bank and expenses across Tailwind, the CA firm and family accounts
- Reconcile every bank account each month and explicit open items
- Raise invoices, track receivables and follow up on overdue payments
- Prepare vendor payments for the Director's approval and record them once released
- Keep bills, vouchers and bank statements filed and audit-ready

Petty cash

- Maintain petty cash on a voucher system with a supporting bill for every spend
- Submit a weekly petty cash reconciliation to the Director

Front desk

- Greet clients, visitors and fund house representatives and escort them to the conference room
- Answer and route calls on the board line
- Book meeting rooms, keep them presentable and arrange refreshments for client meetings
- Maintain the visitor register

Office administration

- Log all inward and outward couriers, including client documents, application forms and cheques
- Check pantry,



stationery and office supplies and reorder before stock runs out
- Coordinate repairs for IT, furniture and fixtures, air conditioning and electrical, and follow up until closed
- Coordinate housekeeping and office staff, vendors and building management
- Track AMC renewals for office equipment and services

Requirements

- B.Com or equivalent commerce graduate
- 2-4 years handling accounts and office administration together, ideally at a CA firm, wealth or broking office, or other professional practice
- Hands-on Tally Prime: voucher entry, ledgers, invoicing, bank reconciliation and working across multiple companies
- Working knowledge of Excel and email; comfortable keeping registers and trackers
- Fluent English and Hindi with a polite phone manner; Marathi is an advantage
- Presentable and at ease receiving senior clients
- Discreet with client, firm and family financial information
- Stable work history, with two or more years at recent employers preferred

Scope and terms
- Full-time, on-site role; the front desk must be attended during office hours
- Books are kept up to date here; GST, TDS, audit and finalisation of accounts stay with the CA team
- Payments are prepared by this role and approved and released by the Director
- Probation of 6 months, with confirmation on performance and attendance

Pay: ₹15,000.00 - ₹30,000.00 per month

Ability to commute/relocate

- Goregaon East, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred)

Experience:
- Bookkeeping: 3 years (Preferred)
- Front desk: 2 years (Preferred)

Work Location: In person

📌 Receptionist/Accounts Assistant (Goregaon)
🏢 Tailwind Financial Services Private
📍 Goregaon