Plantrich Consultancy LLP

Mumbai 2 Dec 2021

Job Title

Executive Assistant

Job City


Company Profile

This position is open with MUMBAI Based (Kandivali West) Financial Planning and Wealth Management firm PLANTRICH CONSULTANCY LLP.

They have been in the business for over half a decade, laying its strong foundation for the next leap. On a mission to improve people’s financial health with a vision to be one of the most admired financial planning and wealth management firm. Expect all employees to take ownership and complete responsibility for their roles. Highly Positive and employee-friendly environment.

Job Profile & Responsibilities

  • Performing office duties that include ordering supplies and managing a records database.
  • Answering phones and routing calls to the correct person or taking messages.
  • Handling basic bookkeeping tasks.
  • Filing and retrieving corporate records, documents, and reports.
  • Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.
  • Helping prepare for meetings.
  • Accurately recording minutes from meetings.
  • Greeting visitors and deciding if they should be able to meet with executives.
  • Experience as a virtual assistant.
  • Opening, sorting, and distributing incoming faxes, emails, and other correspondence.
  • Provide general administrative support.

Prefered Qualifications


Desired Candidate Profile

  • Knowledge and interest in Marketing and Finance.
  • Knowledge of basic Finance and Financial Products.
  • Excellent responsiveness and problem-solving skills.
  • A broad range of technical computer skills, such as Excel, Word, PowerPoint
  • Written and verbal communication skills.
  • Brief knowledge of using various research methods.

Additional Details

Salary Range

From 2 To 2.4 Lakh P.A

How to Apply