Deeraj Shetty - Your Personal CFO
Website:
deerajshetty.com
Job details:
Company Description
Deeraj Shetty - Your Personal CFO, in partnership with Dyota Solutions, is a SEBI Registered Investment Advisor specializing in transparent, tax-efficient wealth protection, creation, and management.
With a fee-only practice since 2017, the firm serves over 500 families, managing INR 1,200 Crores in assets.
Using proprietary tools like the QID app and a unique index-based algorithm, the company offers optimized asset allocation, dynamic portfolio management, and quarterly reviews.
Serving clients across India, the Middle East, APAC, Europe, and select regions in the USA, Deeraj Shetty - Your Personal CFO is dedicated to delivering sustained growth by balancing risk and reward principles.
Role Description
We are seeking a dedicated Office Administrative Assistant for a full-time, on-site role located in Bengaluru. The Office Administrative Assistant will handle daily administrative tasks, including maintaining records, scheduling appointments, managing correspondence, and providing executive support. The assistant will also perform clerical tasks, manage phone communications, and ensure smooth operations within the office environment.
Qualifications
- Strong skills in Administrative Assistance, including record keeping, scheduling, and organizational tasks.
- Proficiency in Executive Administrative Assistance and managing clerical responsibilities efficiently.
- Excellent Communication and Phone Etiquette to maintain professional and effective interactions.
- Ability to multitask while ensuring attention to detail and meeting deadlines.
- Proficiency in office productivity tools (e.g. Microsoft Office, Google Workspace).
- High level of responsibility, reliability, and a proactive work ethic.
- Prior administrative or office management experience is highly preferred.
Job Role:
Office Admin
Client Admin
Bank, AMC, PMS Work
Client drop off & pick up of documents
Driving to meetings
Click on Apply to know more.