Job id : 163314
Executive Assistant
Executive Assistant
Bangalore
5 hours ago
56 Applied
JOB ID:163314
Job details
Job Type
Full Time
Functional Area
Customer Service/ Telecalling/ Back Office Operations,Front Office Staff/Secretarial
Industry
Banking/Financial Services/Insurance
Education
Not Specified
Experience Required
1 - 2 Yrs
Salary
3 - 4 Lakhs
Key Skills Required
calendar management, travel management:, administrative support:, administrative assistants, back office operations, kyc documentation, documentations, client handling, customer service
Other Skills Required
Languages
English,Hindi
Job Description
Responsibilities:
- Calendar Management:Manage and schedule internal/external appointments, meetings, and travel arrangements for the Managing Director.
- Travel Management:Coordinate & schedule Managing Director’s travel arrangements as per the requirement.
- Responding to Queries:Provide timely and professional responses to client queries, comments, and messages on the company's LinkedIn page
- Communication Management:Screen and prioritize incoming calls, emails, and correspondence directed to the Managing Director.
- Information Management:Maintain an organized filing system for documents, reports, and other essential materials.
- Administrative Support:Coordinate with other departments and team members to ensure seamless communication and workflow.
- Confidentiality:Handle sensitive information with discretion and maintain confidentiality at all times.
- Overseeing the operational aspects of financial transactions, focusing on financial products, KYC documentation etc.
- Client onboarding for PMS, broking,
Responsibilities:
- Calendar Management:Manage and schedule internal/external appointments, meetings, and travel arrangements for the Managing Director.
- Travel Management:Coordinate & schedule Managing Director’s travel arrangements as per the requirement.
- Responding to Queries:Provide timely and professional responses to client queries, comments, and messages on the company's LinkedIn page
- Communication Management:Screen and prioritize incoming calls, emails, and correspondence directed to the Managing Director.
- Information Management:Maintain an organized filing system for documents, reports, and other essential materials.
- Administrative Support:Coordinate with other departments and team members to ensure seamless communication and workflow.
- Confidentiality:Handle sensitive information with discretion and maintain confidentiality at all times.
- Overseeing the operational aspects of financial transactions, focusing on financial products, KYC documentation etc.
- Client onboarding for PMS, broking, and other financial policy issuance. Your responsibilities will include ensuring accuracy, compliance, and efficiency in back-office processes, as well as the ability to multitask in a dynamic environment.
- Conduct thorough KYC checks on clients, adhering to regulatory guidelines.
- Generate and analyze reports related to back-office operations, identifying trends and areas for improvement.
- 2+ year’s proven experience as an executive assistant,back-office operations or similar role, preferably supporting top-level executives.
- Excellent organizational and time-management skills with the ability to prioritize tasks effectively.
- Strong verbal and written communication skills, including proficiency in business correspondence.
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications.
- Ability to work independently with minimal supervision and collaborate effectively within a team.
- Discretion and professionalism when handling confidential information and sensitive matters.
- Bachelor's degree/ Master’s degree in business administration, office management, or related field preferred.
About Company
Armstrong Capital & Financial Services Pvt. Ltd.
We are an Investment solution firm that offers a complete spectrum of wealth management services to its clients, and currently serves more than 1000 delighted clients. At Armstrong Capitals you would be greeted by enthusiastic financial planners and Investment Strategists.We build a road map for our clients ongoing financial health and offer various services to meet their financial goals, to name a few: Investment Advice, Building Education Fund, Debt Management, Budgeting, Retirement planning, Estate Planning, Tax Planning Etc.
Many corporates and HNI have built and managed their wealth with our sound investment advice.
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