Executice assistant to CXO in Wealth Management

Company Description

With over 30 years of industry experience, Wealth First Online is a leading provider of smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management solutions.

Role Description

This is a full-time on-site role for an Executive Assistant to the CXO at Wealth First Portfolio Managers Ltd, located in Ahmedabad. The Executive Assistant will be responsible for providing administrative and clerical support, managing phone communications, and assisting in executive administrative tasks. Duties include managing schedules, organizing meetings, and ensuring effective communication within the executive team.

Qualifications

• Administrative Assistance and Executive Administrative Assistance skills
• Phone Etiquette and Communication skills
• Clerical skills
• Excellent organizational and time-management capabilities
• Proven ability to handle confidential information with discretion
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Bachelor's degree in Business Administration, Management or related field is preferred
• Prior experience in the financial services industry is a plus