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Personal Finance Assistant

2 weeks ago

Hingna Nagpur Maharashtra, India Multisteer Full time

1. Collaborate effectively with investment advisors to gather data, insights, and stay informed on market trends and opportunities.

2. Analyze investment data and compile comprehensive reports to support informed investment decisions.

3. Prepare clear and detailed investment case presentations for internal stakeholders.

4. Manage the personal accounting tasks for the Director, including:
4.1. Fund flow management

4.2. Bank reconciliation

4.3. Liaising with bank investment advisors

4.4. Handling insurance matters

4.5. Maintaining a task list and ensuring timely completion of necessary actions

5. Ensure the strict confidentiality and security of all financial records.

6. Work collaboratively with the finance team to align investment strategies with the company's overall financial goals.

7. Provide periodic reports on investment performance and the Director's personal accounting status.

**Salary**: ₹25,000.00 - ₹49,095.09 per month

Schedule:

- Day shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 3 years (preferred)

**Language**:

- English (required)

Work Location: In person

**Speak with the employer**

+91 9175279131