[16 / 10 / 2025] Personal Account Assistant to MD

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 :

1. Bank Account Management

2. Maintain and monitor personal bank accounts of the MD (savings, current, investment accounts).

3. Track deposits, withdrawals, auto-debits, and credit card payments.

4. Record all personal income and expenses in Tally accurately.

5. Prepare monthly and yearly expense reports in Excel.

6. E-mail handling

7. Taxation & Compliance Support

Required Skills :

1. Proficient in Tally ERP 9 / Tally Prime.

2. Strong command of Microsoft Excel

3. Understanding of personal finance, banking processes, and tax basics.

4. Highly organized, trustworthy, and capable of handling responsibilities independently.

Experience :

1. Minimum 3 years of experience handling accounts for high-level executives (Directors / MDs)

Location- Malad, Mumbai

Job Role- Onsite

You can also share your resume on hr@aumsecurities.in