Personal Account Assistant to MD

2 days ago


Mumbai, Maharashtra, India AUM Securities Pvt. Ltd. Full time ₹ 30,000 - ₹ 3,60,000 per year

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

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Job Type: Full-time

Pay: ₹25, ₹30,000.00 per month

Work Location: In person


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