Exexcutive Assistant

HNI Family in Mumbai · India

Role Overview: Budget is UPTO 9LPA WITH EXPERIENCE MINIMUM 6-8 Years

This role supports the day-to-day administration of the household and family office. The position involves coordinating documentation, payments, follow-ups, and operations so that household and basic financial matters run smoothly without repeated involvement from the family.

The role requires reliability, discretion, attention to detail, and strong follow-through.

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Key Responsibilities

1. Banking, Advisor & Investment Documentation

• Liaise with banks, fund houses, and investment advisors

• Handle KYC, forms, mandates, and related documentation

• Coordinate signatures, submissions, and follow-ups

• Track requirements through to completion

2. Accountant & Financial Administration Support

• Organise expense records and supporting documents

• Prepare summaries and explanations for bank statements

• Compile monthly or quarterly documentation for the Chartered Accountant

• Respond to queries and follow-ups

3. Payments, Salaries & Monthly Tracking

• Prepare salary calculations for staff and drivers

• Track advances, deductions, reimbursements, and bonuses

• Ensure routine payments are made on time

• Maintain clear monthly payment records

4. Household Operations & Vendors

• Coordinate domestic staff and drivers

• Manage attendance, rosters, and day-to-day issues

• Coordinate home maintenance, vendors, and AMC contracts

• Track repairs, warranties, and service schedules

5. Administrative & Family Support

• Schedule meetings with advisors and service providers

• Send reminders and follow up on pending actions

• Track renewals for utilities, insurance, and subscriptions

• Provide basic administrative support across family members

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Skills & Competencies Required

• Strong organisational and follow-up skills

• Ability to manage multiple tasks and deadlines

• Working understanding of expenses, bank statements, and financial documentation

• Comfortable coordinating with accountants, banks, and advisors

• Proficient with Excel, email, WhatsApp, and digital filing

• Calm, methodical, and solutions-oriented

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Key Personal Attributes (Priority)

• High integrity, discretion, and trustworthiness

• Reliable and consistent in execution

• Detail-oriented and organised

• Comfortable following up and closing tasks

• Respectful but firm when dealing with staff

• Long-term mindset