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Company Description Grow Rich FinTech LLP is a SEBI-registered mutual fund distributor focused exclusively on executing mutual fund transactions for clients. The firm provides investment solutions without charging any direct fees to its clients, aiming to make mutual fund investing more accessible and transparent. Grow Rich FinTech LLP emphasizes regulatory compliance, ethical practices, and client-centric service. Team members work in a professional financial services environment with opportunities to learn about mutual funds and personal finance.
Role Description This is a full-time, on-site Personal Secretary role based in Thane. The Personal Secretary will provide direct administrative and executive support, including managing calendars, scheduling meetings, organizing travel, and maintaining records. Day-to-day responsibilities include handling phone calls and emails, preparing documents and reports, coordinating with clients and internal teams, and ensuring timely follow-up on tasks. The role also involves maintaining confidential information, organizing files and correspondence, and supporting office operations to help leadership focus on core business activities. The Personal Secretary is expected to work with attention to detail, maintain professionalism, and ensure smooth daily workflow for the executive and the office.
Qualifications
- Candidates should possess strong Personal Assistance and Executive Administrative Assistance skills, including calendar management and task coordination.
- Candidates should possess solid Administrative Assistance and Clerical Skills, such as filing, data entry, document preparation, and record keeping.
- Candidates should possess excellent Communication skills for handling calls, emails, client interactions, and internal coordination.
- Candidates should possess proficiency with office productivity tools (e.g., MS Office, email, spreadsheets) and basic documentation skills.
- Relevant experience in an administrative or secretary role, preferably in financial services or professional offices, is beneficial.
- Strong organizational skills, attention to detail, integrity, and the ability to manage confidential information are required.
- A minimum of a high school diploma; a bachelor’s degree or certification in office administration or related fields is an advantage.
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