Executive Assistant
Bangalore – 20/09/2024
Job Title
Executive Assistant
Job Location – Bangalore
About Finowise Freedom LLP
At Finowise Freedom LLP, we pride ourselves on fostering a collaborative and inclusive work environment where all team members are empowered to excel.
Job Description:
Executive Assistant to CEO – Financial Planning Organization
Position Title: Executive Assistant to CEO
Reports To: CEO
Employment Type: Full-time
Position Overview: We are seeking a highly organized and proactive Executive Assistant to support the CEO of our dynamic financial planning organization. The ideal candidate will have exceptional communication skills, strong attention to detail, and the ability to manage multiple priorities. This role requires someone who can handle confidential information with integrity, work efficiently in a fast-paced environment, and provide high-level administrative support to ensure smooth day-to-day operations.
Key Responsibilities:
• Administrative Support:
o Manage the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.
o Screen and prioritize emails, calls, and correspondence on behalf of the CEO.
o Prepare and organize documents for meetings, presentations, and reports.
o Handle expense reports, billing, and other financial documentation as needed.
o Provide office management and organization support to maintain a professional and productive work environment.
• Communication & Coordination:
o Serve as the primary point of contact between the CEO and internal/external stakeholders.
o Draft and edit emails, letters, presentations, and other communications on behalf of the CEO.
o Coordinate meetings, including board meetings, client presentations, and company-wide events.
o Liaise with department heads and team members to ensure alignment on priorities and deadlines.
• Confidentiality & Discretion:
o Maintain strict confidentiality with sensitive and proprietary information.
o Act as a trusted advisor and confidant to the CEO, providing support with both professional and personal tasks.
Qualifications:
• Bachelor’s degree in Business Administration, Finance, or related field preferred.
• Minimum of 5 years’ experience as an Executive Assistant, preferably in a financial services or corporate environment. • Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office software.
• Excellent verbal and written communication skills.
• Proven ability to manage multiple tasks, prioritize workload, and meet deadlines.
• High degree of professionalism, integrity, and discretion in handling confidential information.
• Ability to work independently and anticipate the needs of the CEO.
Preferred Skills:
• Experience working within the financial planning or financial services industry. (3 to 5 yrs)
• Familiarity with CRM and project management software.
• Strong analytical skills and attention to detail.
• Ability to adapt to shifting priorities and work well under pressure.
Why Join Us? At Finowise Freedom LLP, we pride ourselves on fostering a collaborative and inclusive work environment where all team members are empowered to excel. As the Executive Assistant to the CEO, you will have the opportunity to make a significant impact on the organization while working alongside a visionary leader in the financial planning industry.
Remuneration: As per Industry Standard
Executive Assistant to CEO – Financial Planning Organization
Position Title: Executive Assistant to CEO
Reports To: CEO
Employment Type: Full-time
Position Overview: We are seeking a highly organized and proactive Executive Assistant to support the CEO of our dynamic financial planning organization. The ideal candidate will have exceptional communication skills, strong attention to detail, and the ability to manage multiple priorities. This role requires someone who can handle confidential information with integrity, work efficiently in a fast-paced environment, and provide high-level administrative support to ensure smooth day-to-day operations.
Key Responsibilities:
• Administrative Support:
o Manage the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.
o Screen and prioritize emails, calls, and correspondence on behalf of the CEO.
o Prepare and organize documents for meetings, presentations, and reports.
o Handle expense reports, billing, and other financial documentation as needed.
o Provide office management and organization support to maintain a professional and productive work environment.
• Communication & Coordination:
o Serve as the primary point of contact between the CEO and internal/external stakeholders.
o Draft and edit emails, letters, presentations, and other communications on behalf of the CEO.
o Coordinate meetings, including board meetings, client presentations, and company-wide events.
o Liaise with department heads and team members to ensure alignment on priorities and deadlines.
• Confidentiality & Discretion:
o Maintain strict confidentiality with sensitive and proprietary information.
o Act as a trusted advisor and confidant to the CEO, providing support with both professional and personal tasks.
Qualifications:
• Bachelor’s degree in Business Administration, Finance, or related field preferred.
• Minimum of 5 years’ experience as an Executive Assistant, preferably in a financial services or corporate environment. • Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office software.
• Excellent verbal and written communication skills.
• Proven ability to manage multiple tasks, prioritize workload, and meet deadlines.
• High degree of professionalism, integrity, and discretion in handling confidential information.
• Ability to work independently and anticipate the needs of the CEO.
Preferred Skills:
• Experience working within the financial planning or financial services industry. (3 to 5 yrs)
• Familiarity with CRM and project management software.
• Strong analytical skills and attention to detail.
• Ability to adapt to shifting priorities and work well under pressure.
Why Join Us? At Finowise Freedom LLP, we pride ourselves on fostering a collaborative and inclusive work environment where all team members are empowered to excel. As the Executive Assistant to the CEO, you will have the opportunity to make a significant impact on the organization while working alongside a visionary leader in the financial planning industry.
Remuneration: As per Industry Standard
Salary
As per Industry Norms
