Personal Assistant to Director

22 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

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