Personal Account Assistant to MD

4 weeks 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 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 Support Required Skills: Proficient in Tally ERP 9 / Tally Prime . Strong command of Microsoft Excel Understanding 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, Mumbai Job Role- Onsite You can also share your resume on



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