Executive Assistant to Chief Executive Officer

Company Description

ErigoIndia FinServ Pvt Ltd brings financial hope to millions through its extensive reach and offerings in life insurance, general insurance, and asset management. As part of India's leading financial services sector, the company is committed to helping individuals achieve their financial goals. ErigoIndia emphasizes personalized approaches to investments, mutual funds, and financial planning. We focus on empowering customers to build wealth and secure their future.

Role Overview

The Executive Assistant to the CEO provides high-level administrative, operational, and strategic support to ensure the CEO’s time, priorities, and communication are managed efficiently. This role requires discretion, ownership, and proactive coordination across departments.

Key Responsibilities

1. Executive Support

• Manage CEO’s calendar, meetings, travel, and daily schedule
• Act as the first point of contact between the CEO and internal/external stakeholders
• Prepare agendas, presentations, reports, and briefing notes
• Track follow-ups, deadlines, and action points from meetings

2. Communication & Coordination

• Draft, review, and manage official emails, letters, and communications
• Coordinate with department heads to ensure alignment with CEO priorities
• Ensure smooth information flow between CEO and teams
• Represent CEO in meetings when required (as observer/coordinator)

3. Strategic & Operational Assistance

• Assist in planning, execution, and tracking of strategic initiatives
• Maintain dashboards, MIS reports, and performance summaries
• Support decision-making with data, insights, and documentation
• Monitor execution of CEO directives and ensure accountability

4. Confidentiality & Governance

• Handle sensitive information with complete confidentiality
• Maintain records, contracts, and important documents
• Support compliance, audits, and governance-related activities

5. Event & Stakeholder Management

• Assist in organizing leadership meetings, board meetings, and events
• Coordinate with investors, partners, and senior stakeholders
• Ensure professional representation of the CEO and organization

Job Specification (JS)

Education

• Graduate / Postgraduate (Management, Commerce, Administration preferred)

Experience

• 2–6 years of experience as Executive Assistant, Personal Assistant, or similar leadership support role
• Experience working with senior leadership preferred

Skills & Competencies

Core Skills

• Excellent written & verbal communication
• Strong organizational and time-management skills
• Advanced proficiency in MS Excel, PowerPoint, Word, and email tools
• Ability to multitask and work under pressure

Behavioral Competencies

• High level of integrity and confidentiality
• Proactive, solution-oriented mindset
• Strong ownership and follow-through
• Emotional intelligence and maturity
• Ability to anticipate CEO’s needs

Leadership Traits

• Strategic thinking and clarity
• Professional presence and discretion
• Ability to influence without authority
• Calm under pressure

Success Metrics (KPIs)

• CEO time optimization and schedule efficiency
• On-time execution of CEO directives
• Quality of communication and documentation
• Stakeholder satisfaction
• Accuracy and reliability of reports and follow-ups

Ideal Personality

• Detail-oriented yet big-picture thinker
• Calm, dependable, and assertive when required
• Learner mindset with leadership exposure ambition