Website:
myinvestbuddy.com
Job details:
Company Description My Invest Buddy is dedicated to helping individuals make prudent, informed investment decisions tailored to their unique circumstances. The company recognizes that there is no single investment solution for everyone and focuses on creating customized investment plans based on financial goals, risk tolerance, and investment horizons. By combining expertise in financial analysis and advisory, My Invest Buddy works closely with clients to guide them through each step of their financial journey. The team is committed to providing ongoing support so clients can confidently pursue and achieve their long-term financial objectives.
Role Description The Administrative Assistant at My Invest Buddy is a full-time, on-site role based in Bengaluru. This role involves managing day-to-day administrative tasks such as scheduling meetings, organizing calendars, maintaining records, and providing clerical support to the team. The Administrative Assistant will handle incoming calls and emails, ensure professional communication with clients and partners, and support executives with travel arrangements, documentation, and coordination of internal activities. The individual will also assist in preparing basic reports, updating databases, and contributing to a well-organized, efficient office environment.
Qualifications
- Strong Administrative Assistance and Clerical Skills to manage schedules, documents, and office operations effectively.
- Professional Phone Etiquette and Communication skills to interact confidently with clients, partners, and internal stakeholders.
- Experience in Executive Administrative Assistance to support leadership with coordination, documentation, and follow-ups.
- Proficiency with office software (e.g., MS Office or Google Workspace) and basic data entry skills.
- Attention to detail, time management, and organizational abilities.
- Ability to work on-site in Bengaluru and collaborate with a diverse team.
- Prior experience in a financial services or advisory environment is an advantage.
- Relevant diploma or bachelor’s degree in business administration, commerce, or a related field preferred.
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