Personal Account Assistant to MD

3 weeks ago


New Delhi, 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 Management Maintain 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 handling Taxation & Compliance SupportRequired Skills:Proficient inTally ERP 9 / Tally Prime . Strong command ofMicrosoft Excel Understanding ofpersonal finance, banking processes , andtax basics . Highly organized, trustworthy, and capable of handling responsibilities independently.Experience : Minimum 3 years of experiencehandling accounts for high-level executives (Directors / MDs)Location- Malad, Mumbai Job Role- OnsiteYou can also share your resume on hr@aumsecurities.in



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