Personal Account Assistant to MD

4 days ago


Maharashtra, India AUM Securities Private Limited Full time

Key Objective:To manage and maintain the personal financial records, transactions, and banking operations of the Managing Director, ensuring accuracy, confidentiality, and timely reporting.Roles and Responsibilities:Bank Account ManagementMaintain and monitor personal bank accounts of the MD (savings, current, investment accounts).Track deposits, withdrawals, auto-debits, and credit card payments.Record all personal income and expenses in Tally accurately.Prepare monthly and yearly expense reports in Excel.E-mail handlingTaxation & Compliance SupportRequired Skills:Proficient in Tally ERP 9 / Tally Prime.Strong command of Microsoft ExcelUnderstanding of personal finance, banking processes, and tax basics.Highly organized, trustworthy, and capable of handling responsibilities independently.Experience:Minimum 3 years of experience handling accounts for high-level executives (Directors / MDs)Location- Malad, MumbaiJob Role- OnsiteYou can also share your resume on hr@aumsecurities.in



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