- Regular maintenance of Books, statutory compliances, insurance and credit card payments, co-ordinating audits of entities within office, tax returns & compliances with help of consultants etc
- Budgeting and cash flows for all the entities within family office including Not for Profit trust set up running a technical institute
- Supporting the owners and consultants on all investment related matters on behalf of the single-family office including keeping track of KYC, SIP, redemptions, purchases, corporate action in regard to portfolio held by office etc
- Carrying out administrative tasks on behalf of the management such as collating reports, managing any investment related paperwork/documents
- Liaising with relevant team members of this single-family office to ensure the smooth running of the office operations
- Carrying out tasks on behalf of the management such as arranging meetings, travel & visa arrangements, insurance renewals, adhoc work/projects as and when required and in specific renewal of passports, licences, visas etc.
- Liaising with external parties such as tax/accounting consultants, law firms, company secretaries, banks etc on behalf of the office
- Delegating and supervising the work of the juniors
- Having a 360-degree approach to working on various projects and completing different tasks within this office.
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