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1 Job openings at Neo Wealth Management
About Neo Wealth Management

A financial advisory firm specializing in wealth management services, investment strategies, and retirement planning.

Secretary

Mumbai Suburbs

0 - 3 years

INR 3.0 - 4.0 Lacs P.A.

Work from Office

Full Time

You will play a key role in managing the day-to-day calendar and travel arrangements of the senior executive. You will be responsible for creating an efficient and effective work environment by providing timely support to executives (internal as well as external). Role & responsibilities : Manage executives calendars and set up meetings Act as the point of contact among executives, employees, clients and other external partners on behalf of the senior executive Manage information flow in a timely and accurate manner Coordinate with vendors and service providers for personal matters, ensuring all tasks are completed promptly and efficiently. Handle confidential and sensitive personal information with discretion and care. Manage personal tasks and errands for the CEO as needed Provide support for any adhoc tasks or special projects as requested by the CEO Preferred candidate profile Any Bachelors degree Prior Secretarial experience of minimum 2 years is preferred Proficient in Microsoft Office Suite (Word, PPT, Excel, etc.) Excellent interpersonal and communication skills. Highly organized and detail oriented. Ability to multi-task and prioritize work effectively. Ability to handle sensitive and confidential information with discretion. Flexible and adaptable, with the ability to manage both professional and personal matters efficiently. A proactive attitude with the ability to work independently

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Neo Wealth Management

Neo Wealth Management

Neo Wealth Management

Financial Services

New York

50-100 Employees

1 Jobs

    Key People

  • John Smith

    CEO & Founder
  • Emily Johnson

    Chief Financial Officer
cta

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Job Titles Overview

Secretary (1)