Personal Secretary
4 months ago
**Key Responsibilities**:
- **Administrative Support**:
- Manage the CA’s calendar, including scheduling meetings, appointments, and travel arrangements.
- Prepare and proofread documents, reports, and presentations.
- Maintain filing systems and ensure the confidentiality of sensitive information.
- **Client Interaction**:
- Serve as a point of contact for clients, addressing inquiries and scheduling appointments.
- Assist in preparing client reports and documentation.
- **Office Management**:
- Coordinate with other staff members to ensure efficient office operations.
- Manage office supplies and equipment, ensuring that everything is well-stocked and in working order.
- **Financial Administration**:
- Assist with invoicing and expense tracking.
- Help with basic bookkeeping tasks and maintain financial records as needed.
- **Meeting Coordination**:
- Organize meetings, prepare agendas, and take minutes during meetings.
- Ensure follow-up on action items from meetings.
**Qualifications**:
- **Education**:
- High School Diploma or equivalent; Associate's or Bachelor's degree in Business Administration or related field preferred.
- **Experience**:
- Proven experience as a Personal Secretary, Executive Assistant, or in a similar role, preferably within a financial or professional services environment.
- **Skills**:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Excellent written and verbal communication skills.
- Strong organizational and time-management abilities.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Familiarity with accounting software and basic financial terminology is a plus.
**Personal Attributes**:
- Detail-oriented and able to work under pressure.
- Proactive, with a strong sense of initiative.
- Ability to multitask and prioritize effectively.
- Professional demeanor with a client-focused approach.
**Benefits**:
- Competitive salary
- Health and dental insurance
- Paid time off and holidays
- Professional development opportunities
**Experience**:
- Personal assistant: 1 year (preferred)
**Language**:
- Hindi (preferred)
- English (preferred)
Work Location: In person
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