Personal Account Assistant to MD

4 weeks ago


Pune, 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: 1. Bank Account Management 2. Maintain and monitor personal bank accounts of the MD (savings, current, investment accounts). 3. Track deposits, withdrawals, auto-debits, and credit card payments. 4. Record all personal income and expenses in Tally accurately. 5. Prepare monthly and yearly expense reports in Excel. 6. E-mail handling 7. Taxation & Compliance Support Required Skills: 1. Proficient in Tally ERP 9 / Tally Prime. 2. Strong command of Microsoft Excel 3. Understanding of personal finance, banking processes, and tax basics. 4. Highly organized, trustworthy, and capable of handling responsibilities independently. Experience: 1. 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 hr@aumsecurities.in



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