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Personal Account Assistant to MD

Personal Account Assistant to MD

AUM Securities Private LimitedPune, Maharashtra, India
1 day ago
Job description

Key Objective :

To manage and maintain the personal financial records, transactions, and banking operations of the Managing Director, ensuring accuracy, confidentiality, and timely reporting.

Roles and Responsibilities :

  • Bank Account Management
  • Maintain and monitor personal bank accounts of the MD (savings, current, investment accounts).
  • Track deposits, withdrawals, auto-debits, and credit card payments.
  • Record all personal income and expenses in Tally accurately.
  • Prepare monthly and yearly expense reports in Excel.
  • E-mail handling
  • Taxation & Compliance Support

Required Skills :

  • Proficient in Tally ERP 9 / Tally Prime.
  • Strong command of Microsoft Excel
  • Understanding of personal finance, banking processes, and tax basics.
  • Highly organized, trustworthy, and capable of handling responsibilities independently.
  • Experience :

  • Minimum 3 years of experience handling accounts for high-level executives (Directors / MDs)
  • Location- Malad, Mumbai

    Job Role- Onsite

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    Personal Assistant • Pune, Maharashtra, India

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