Job Description: Executive Assistant – Wealth Management and Family Office
Location: Madhapur, Hyderabad
Employment Type: Full-time, 6 days a week
Experience: 6-7 years as an Executive Assistant
Position Overview:
We are seeking a highly meticulous and organized professional to join as an Executive Assistant ...
to support the Partners in calendar management, stakeholder engagement, event planning, and
travel coordination. Candidates with an understanding of Wealth Management and Family Office
business and who can contribute to idea generation will be preferred.
Key Responsibilities:
1. Calendar Management: Efficiently manage the Partner’s schedule, coordinate
meetings, and ensure optimal time allocation.
2. Stakeholder Management: Act as a liaison between the Partner and internal/external
stakeholders to facilitate smooth communication.
3. Event Management: Assist in planning and organizing key business meetings, events,
and engagements.
4. Travel Coordination: Oversee domestic and international travel arrangements, including
itinerary planning and logistics.
5. Business Support: Develop a sound understanding of the Wealth Management and
Family Office business to provide effective assistance.
6. Leadership Navigation: Serve as a key point of contact between the Partner and the
leadership team, ensuring seamless communication.
Qualifications & Requirements:
1. Experience: 6-7 years of relevant experience as an Executive Assistant.
2. Education: Bachelor’s degree required.
3. Skills: Strong communication and articulation skills, particularly in stakeholder
interactions.
4. Technical Proficiency: Proficiency in MS Office and other relevant tools.
5. Industry Preference: Candidates with experience in the Wealth Management and Family
Office sector will be preferred.2 | P a g e
6. If you are a detail-oriented and proactive professional looking to be part of a dynamic
organization, we invite you to apply for this role.
experience
8show more Job Description: Executive Assistant – Wealth Management and Family Office
Location: Madhapur, Hyderabad
Employment Type: Full-time, 6 days a week
Experience: 6-7 years as an Executive Assistant
Position Overview:
We are seeking a highly meticulous and organized professional to join as an Executive Assistant
to support the Partners in calendar management, stakeholder engagement, event planning, and
travel coordination. Candidates with an understanding of Wealth Management and Family Office
business and who can contribute to idea generation will be preferred.
Key Responsibilities:
1. Calendar Management: Efficiently manage the Partner’s schedule, coordinate
meetings, and ensure optimal time allocation.
2. Stakeholder Management: Act as a liaison between the Partner and internal/external
stakeholders to facilitate smooth communication.
3. Event Management: Assist in planning and organizing key business meetings, events,
and engagements.
4. Travel Coordination: Oversee domestic and international travel arrangements, including
itinerary planning and logistics. ...
5. Business Support: Develop a sound understanding of the Wealth Management and
Family Office business to provide effective assistance.
6. Leadership Navigation: Serve as a key point of contact between the Partner and the
leadership team, ensuring seamless communication.
Qualifications & Requirements:
1. Experience: 6-7 years of relevant experience as an Executive Assistant.
2. Education: Bachelor’s degree required.
3. Skills: Strong communication and articulation skills, particularly in stakeholder
interactions.
4. Technical Proficiency: Proficiency in MS Office and other relevant tools.
5. Industry Preference: Candidates with experience in the Wealth Management and Family
Office sector will be preferred.2 | P a g e
6. If you are a detail-oriented and proactive professional looking to be part of a dynamic
organization, we invite you to apply for this role.
experience
8show more
