Personal assistant cum accountant

About the Role

Sudipa Bhattacharya is a private individual seeking dedicated support for both personal and financial matters. The environment is professional yet informal, with an emphasis on trust, reliability, and discretion. The role involves close collaboration to manage daily schedules, administrative tasks, and accounting responsibilities. This opportunity is suitable for someone who values stability, clear responsibilities, and long-term working relationships.

Role Description

This is a full-time, on-site role based in the Greater Kolkata Area, combining responsibilities as a personal assistant and accountant.

Key Responsibilities

• Managing diaries and schedules.
• Organizing meetings and appointments.
• Handling correspondence and phone calls.
• Maintaining records and files.
• Basic accounting work:
• Maintaining ledgers.
• Tracking expenses.
• Preparing simple reports.
• Coordinating with external financial or tax professionals as needed.
• Supporting daily administrative activities.
• Assisting in personal errands when required.
• Ensuring accurate and timely documentation of all financial and clerical tasks.

Requirements & Tech Stack

• Strong Personal Assistance and Executive Administrative Assistance skills.
• Excellent Communication skills.
• Solid Diary Management and Clerical Skills.
• Basic accounting and bookkeeping skills.
• Strong attention to detail.
• High level of integrity.
• Ability to maintain confidentiality.
• Proficiency with office software (e.g., spreadsheets, word processing, email).
• Comfort working with financial data.

Qualifications

• Relevant educational background in commerce, accounting, business administration, or a related field is preferred.
• Prior experience in a similar personal assistant or accounting role, ideally in a small office or individual support setting, is an advantage.