Personal Assistant to Director

13 hours ago


Sadashivanagar Bengaluru Karnataka, India Your Personal CFO Full time ₹ 3,60,000 - ₹ 4,50,000 per year

Deeraj Shetty - Your Personal CFO

We are SEBI RIAs: Financial Planners & Retirement Advisors.

We deliver Financial Freedom & Peace of Mind while planning Your Retirement.

We have families who invest their money and plan their retirement with us with:

Wealth Protection: Term & Health Insurance + PF, PPF & NPS

Wealth Creation: Nifty Index Funds (Marge, Mid, Small), S&P 500 & NASDAQ 100.

Wealth Management: Gold, Silver, GILT & Arbitrage Funds.

Few facts about us.

  1. We are fee-only Financial Planners and Retirement Advisors.

  2. We are SEBI Registered Investment Advisors - 1 of 50 Corporate RIAs in India.

  3. We have our '5 Secrets to Retiring Early'

  4. We have our Proprietary Algorithm which focuses on: Wealth Protection, Wealth Creation & Wealth Management parameters for the Investor.

  5. We have developed our in-house Client App - QID

Job description:

We are looking for a Team Member to help us grow.

We are looking for a Flexible and Self-Motivated individual.

We want our new member to work closely with our Founder and be his eyes and ears in the business (Office Management, Client Communication & Coordination) a Multi-Tasker - Operations, Reconciliations, Client Communication, Vendors Management

Assisting for Client Servicing and Operational Tasks for MF utilities and other Products

Communication skills - Verbal, Written & Email

Interpersonal skills - ability to deal with team, vendors, mutual fund companies and Insurance companies along with clients

Time management skills - Plan, Delegate, Follow Up, Close and Communicate tasks on behalf of the team leader

Strong organizational skills - Planning for conferences, podcasts, get togethers, Newsletters, Emailers, etc.

Attention to detail & Adaptability - Reports, Queries, Facts, and quick to learn

Technical savvy - Comfortable with google, emails, excel, word, apps, etc

Job Types: Full-time, Permanent

Pay: ₹27, ₹37,500.00 per month

Benefits:

  • Cell phone reimbursement
  • Health insurance
  • Internet reimbursement
  • Paid sick time
  • Paid time off

Experience:

  • mutual funds: 1 year (Required)

Work Location: In person



  • Bengaluru, Karnataka, India Al Haadi Events Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role DescriptionThis is a full-time on-site role for a Personal Assistant to the Director at Al Haadi Events, located in Bengaluru. The Personal Assistant will be responsible for managing the Director's diary and schedule, organizing meetings and appointments, providing clerical and administrative support, and handling correspondence on behalf of the...


  • Bengaluru, Karnataka, India AMCI Edtech Pvt. Ltd. Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We are looking for adedicated and dynamic Personal Assistant to Directorwho can efficiently manage daily schedules, communication, and travel coordination. This role requires professionalism, excellent organizational skills, and the ability to handle responsibilities with utmost confidentiality. Key Responsibilities:Manage the Director's calendar, meetings,...

  • Personal Assistant

    1 week ago


    Bengaluru, Karnataka, India CUTIS - Academy of Cutaneous Sciences Full time

    Manage the Director’s calendar, appointments, meetings, and travel schedules. - Assist in preparing reports, presentations, and meeting materials. - Coordinate hospital/clinic activities as directed by the Director. - Ensure timely follow-up on assigned tasks and project updates. - Maintain confidentiality of sensitive information at all times. - Assist in...


  • Bengaluru, Karnataka, India Gopalan Enterprises Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Personal Secretary for Director - Job DescriptionPosition Overview: The Personal Secretary for Director is a crucial role that involves providing comprehensive administrative and secretarial support to the Director of an organization. This role requires exceptional organizational skills, attention to detail, discretion, and the ability to handle a wide range...

  • Personal Assistant

    1 week ago


    Bengaluru, Karnataka, India Skillzenith Consulting Full time

    **Job Summary**: The Personal Assistant (PA) will provide high-level administrative and secretarial support to [CEO/Managing Director/Senior Executive]. This role requires strong organizational and communication skills, a proactive approach, and the ability to maintain confidentiality. - **Communication Management**: - Take and distribute meeting minutes. -...


  • Sadashivanagar, Bengaluru, Karnataka, India Your Personal CFO Full time

    **Job Title: Accounts & Admin Executive** Location: 403, Redifice Strada, Sadashivnagar, Bangalore 560080 (at Mekhri Circle) Experience: 0-3 years (Freshers CANNOT apply)Qualification: B.Com / M.Com (preferred) **About Dyota Solutions**: Dyota Solutions is a SEBI Registered Investor Advisor (RIA), focused on financial planning and retirement advisory...

  • Personal Assistant

    2 weeks ago


    Chamrajpet, Bengaluru, Karnataka, India SHAH DISTRIBUTORS Full time

    **Calendar Management**: Coordinate and manage the Directors schedule, including meetings, appointments, and travel arrangements. Ensure efficient time management by prioritizing and organizing tasks. - **Communication**: Act as the primary point of contact between the Director Office and internal/external stakeholders. Manage all correspondence, including...


  • Sadashivanagar, Bengaluru, Karnataka, India Your Personal CFO Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Title: Accounts & Admin ExecutiveLocation: 403, Redifice Strada, Sadashivnagar, Bangalore at Mekhri Circle) Experience: 0–3 years (Freshers CANNOT apply)Qualification: B.Com / M.Com (preferred)About Dyota Solutions:Dyota Solutions is a SEBI Registered Investor Advisor (RIA), focused on financial planning and retirement advisory solutions to help...

  • Personal Assistant

    23 hours ago


    Indira Nagar, Bengaluru, Karnataka, India UNIMAA SOFTWARE PRIVATE LIMITED Full time

    We are a startup company.We are soon going to launch our social media app. We wanted a personal assistant for our Director, who would help us with our day to day activity of arranging meetings, hosting events. The person should have interactive skill as well as skill of event management, MS-Excel, basic office management. Good communication skill is most...

  • Personal Assistant

    2 weeks ago


    Bengaluru, Karnataka, India FPLE Technology Pvt Ltd Full time

    **FPLE TECHNOLOGY PVT LTD** - Managing diaries and organizing meetings and appointments, often controlling access to the director - Booking and arranging travel, transport and accommodation **Organizing events and conferences**: - Reminding the director of important tasks and deadlines Typing, compiling, and preparing reports, presentations and...