Executive Assistant To Managing Director

About the Organization:

PRP Professional Edge Advisors PRP group is a financial services conglomerate with a focus on both fund-based and non-fund-based services. Incepted in 2013, PRP is a decade-old financial services company having business verticals across Debt Capital Markets, Institutional Advisory, and Investment Banking.

It is one of the top 10 DCM players and has close to INR 142,000 crore of Assets Under Advisory. https://www.prpedge.co

Role & responsibilities

• Work directly with the Managing Director to support all aspects of his daily work routine.
• Take minutes during meetings
• Screen and direct phone calls and distribute correspondence
• Organize and maintain the office filing system (corporate records, documents, and reports)
• Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.
• Compose and prepare letters relating to routine correspondence for the Managing Directors desk
• Schedule departmental meetings; assist in the preparation and distribution of meeting agendas and materials.
• Prepare, reconcile, and submit expense reports.
• Maintain confidential and sensitive information.
• Working with internal and external teams to ensure accurate shipping and delivery schedule for new and existing products
• Managing the Calendar and travel plans of the stakeholders as and when required.
• Arranged stay and travel-related bookings for the MD and Managing Partners and as instructed by the management.
• Assists management with hiring processes coordination and supports new team member training as and when required.
• Answers team member questions, helps with team member problems and oversees team member work for quality and guideline compliance.
• Communicates deadlines and sales goals to team members
• Handling basic bookkeeping tasks.
• Using various software, including word processing, spreadsheets, databases, and presentation software
• Acting as the point of contact among executives, employees, clients, and other external partners
• Manages data sheet preparation and cost analysis.
• Manage information flow in a timely and accurate manner
• Format information for internal and external communication memos, emails, presentations, and reports
• Complete a variety of special projects, including creating PowerPoint presentations, financial spreadsheets, special reports, and agenda material.
• Other additional and/or alternative duties as assigned from time to time, including supporting other departments or Executives as needed.

Preferred candidate profile

• Bachelors degree preferred
• Three to five years prior experience in supporting a senior executive or team
• Excellent computer skills, including the Microsoft Office Suite (Outlook, Word, PowerPoint, and Excel)
• Exceptional writing, editing, and proofreading skills
• Familiarity with the financial/wealth management industry is a plus
• Excellent organization and time-management skills