Executive Assistant – BFSI (Banking/Loan/Mortgage)

AKM Global

Gurugram District

On-site

INR 400,000 - 600,000

Full time

14 days+
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Job summary

A prominent financial services company in Gurugram is seeking an experienced Executive Assistant to support senior leadership in the Banking and Financial Services sector. The role involves managing executive schedules, liaising with stakeholders, and overseeing project support. Ideal candidates will have over 2 years of relevant experience, strong communication skills, and proficiency in Microsoft Office Suite. This is a full-time on-site position offering a dynamic work environment.

Qualifications

  • Proven experience as an Executive Assistant in Banking, Loan, Mortgage, or BFSI sector.
  • Outstanding written and verbal communication skills.
  • Meticulous approach to managing documentation and communication.

Responsibilities

  • Provide high-level administrative support to senior executives.
  • Manage executive’s calendar and coordinate meetings.
  • Draft and proofread emails and reports.

Skills

Strong Communication Skills
Attention to Detail
Confidentiality & Discretion
Proactive & Solution-Oriented

Tools

Microsoft Office Suite
CRM software
Project management software

Job description

Executive Assistant – BFSI (Banking/Loan/Mortgage)

Location: Gurgaon – Sector 67 (On-site)

Employment Type: Full-Time | 6 Days a Week | On-Site

Experience Required: Minimum 2+ Years

Required Industry Experience: Banking, Financial Services, Loan, Mortgage, BFSI

About the Role:

We are seeking an experienced and highly motivated Executive Assistant to join our client\'s team in the Banking/Loan/Mortgage/BFSI sector. This is a fantastic opportunity for a seasoned professional looking to contribute to a fast-paced, growth-oriented environment, supporting senior leadership and driving organizational success.

As an Executive Assistant, you will be responsible for streamlining administrative processes, facilitating executive communications, and managing the day-to-day operations for our senior leadership team. This role is ideal for someone with a passion for organization, attention to detail, and the ability to handle confidential and sensitive information with the utmost professionalism.

Key Responsibilities:

  • Executive Support: Provide high-level administrative support to senior executives, ensuring their daily schedules, meetings, and activities run seamlessly and efficiently.
  • Strategic Coordination: Manage the executive’s calendar, coordinate meetings, prepare agendas, and handle logistics for both internal and external appointments.
  • Communication Hub: Draft, edit, and proofread emails, reports, presentations, and official communications, ensuring clarity, precision, and professionalism in all correspondences.
  • Stakeholder Management: Liaise with key internal and external stakeholders, including clients, business partners, and vendors, to ensure effective and timely communication and smooth operational flow.
  • Project Support: Assist in the management of projects and initiatives, tracking timelines, delivering regular updates, and ensuring the execution of key deliverables in alignment with business goals.
  • Data Management & Reporting: Maintain accurate and organized records, generate performance reports, and manage confidential documents with discretion and security.
  • Problem-Solving & Process Improvement: Identify inefficiencies in day-to-day operations and propose solutions for improved processes and productivity across the organization.

What We Are Looking For:

  • Proven Experience: A minimum of 2+ years of experience as an Executive Assistant within the Banking, Loan, Mortgage, or BFSI sector is mandatory. Previous exposure to high-level executive support and confidential administrative tasks is essential.
  • Strong Communication Skills: Outstanding written and verbal communication skills with the ability to communicate effectively with senior leadership, clients, and business partners.
  • Attention to Detail: A meticulous and organized approach to managing schedules, documentation, and communication.
  • Technologically Savvy: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and other office productivity tools. Experience with CRM and project management software is a plus.
  • Confidentiality & Discretion: Ability to handle sensitive and confidential information with the highest degree of professionalism and trustworthiness.
  • Proactive & Solution-Oriented: Ability to anticipate needs, take initiative, and solve problems independently, ensuring seamless business operations.
  • Client-Centric Mindset: A service-oriented approach to internal and external communications, ensuring a positive and efficient experience for all stakeholders.

Seniority level: Associate

Employment type: Full-time

Job function: Administrative and Finance

Industries: Banking, Loan Brokers, and Financial Services

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