EA / Secretary, Bangalore

Executive Assistant (EA) – BFSI Sector

Key Responsibilities

• Provide high-level executive support to partners and senior team members.
• Manage calendars, schedule meetings, and coordinate appointments across time zones.
• Handle confidential information with strict discretion and professionalism.
• Act as a liaison between leadership and internal/external stakeholders.
• End-to-end planning and coordination of domestic/international travel, including accommodation, transport, and visa requirements.
• Prepare detailed itineraries and ensure seamless execution of travel arrangements.
• Develop agendas, draft minutes, and manage follow-up actions for leadership meetings.
• Oversee time sheet management for partners and monitoring team performance.
• Coordinate with various departments to gather inputs for reports, presentations, and key documentation.
• Organize and support company-wide events, internal engagements, and stakeholder functions.
• Liaise with vendors and internal teams for event execution, expense tracking, and client billing reconciliation.
• Maintain organized records and support documentation as required for audits or internal processes.
• Prepare client invoices, track invoice status with the team, and ensure timely follow-ups.
• Obtain UDIN for certificates, generate certificates using the Partner’s DIN, and manage membership fee payments.
• Prepare and maintain control charts to track invoicing, receivables, and deliverables with the team.

Requirements & Tech Stack

• Proficiency in MS Office (Excel, Word, Outlook, PowerPoint).

Qualifications

• Graduate or Postgraduate.
• Excellent organizational, multitasking, and communication skills.
• High level of discretion, professionalism, and dependability.
• Ability to work independently and manage complex schedules in a fast-paced environment.
• Familiarity with BFSI sector workflows, compliance requirements, and stakeholder dynamics is a plus.
• Experience as an Executive Assistant / Secretary.