Executive Assistant

Job Title:

Location:

Employment Type:

Reports To:

1. About the Company

Mentor Wealth is a fast-growing financial services organization committed to helping investors secure their financial futures through trusted and ethical solutions. We pride ourselves on fostering a culture that values trust, long-term relationships, continuous learning, and employee well-being. With a modern, tech-enabled work environment and a people-first mindset, Mentor Wealth is a place where professionals thrive and grow.

2. Role Overview

We are seeking a highly organized and proactive Executive Assistant to support the Managing Director. This role is pivotal in ensuring efficient operations, seamless communication, and effective time management for the MD. The ideal candidate should demonstrate discretion, professionalism, and the ability to manage multiple priorities with poise and accuracy.

3. Key Responsibilities & KPIs

·      Manage the MD’s calendar, schedule meetings, and coordinate travel and logistics.

·      Communicate with internal/external stakeholders, clients, and teams on behalf of the MD.

·      Draft official correspondence, emails, and reports as required.

·      Organize meetings, prepare agendas, take minutes, and follow up on action items.

·      Support research, data gathering, and coordination for key projects and initiatives.

·      Maintain confidentiality and provide flexible support, including beyond office hours when needed.

KPIs:

• Timeliness and accuracy of calendar and travel management

• Responsiveness and communication turnaround time

• Quality and confidentiality of documentation and correspondence

• Execution efficiency and completion rate of delegated tasks

4. Must-Have Skills & Experience

·      At least 2 years of experience supporting senior leadership in a similar role.

·      Excellent organizational, multitasking, and attention-to-detail skills.

·      Strong communication skills with proficiency in MS Office tools.

·      Proactive, solution-oriented, and able to manage shifting priorities.

·      Maintains professionalism, confidentiality, and integrity at all times.

·      Flexible with work hours and days (26 working days/month); degree preferred.

·      The EA to MD must have a strong knowledge of using AI tools and great writing skills to humanise the communication.

5. Availability:

·      This role requires coordination support beyond regular working hours, depending on the situation. Flexibility and a proactive approach during such times is needed.

·      26 days working in a month with office time flexibility

6. What’s in It for the Candidate

• Direct exposure to strategic business decisions and high-level leadership interactions.

• Opportunities for learning and development through real-time project involvement.

• A supportive, professional environment that values reliability and performance.

• Recognition for initiative, efficiency, and leadership in execution.

• Inclusion in company celebrations, wellness programs, and engagement activities that foster a collaborative culture.