Executive Assistant To Senior Leadership

Job Description

About Company:

Svamaan financial Pvt. Ltd. is a microfinance institution (MFI) that helps its women customers in rural villages become economically self-sustainable by providing micro-loans. We are a new-age NBFC-MFI following a data-based approach towards meeting the twin goals of financial inclusion and driving impact for our customers.

Role: Executive Assistant to Senior Leadership

Mode: Work From Office

Type: Full time

Experience: 4 to 7 years

Location: Mumbai, Nariman Point

Working days: Monday to Friday & Alternative Saturday (2nd & 4th Saturdays are off)

Roles and Responsibilities:

• Manage calendars for leadership prioritising, scheduling, and coordinating high-stakes meetings across time zones with lenders, investors, board members, auditors, regulators, and cross-functional teams.
• Prepare, compile, and proof-read financial board packs, board presentations, investor decks, executive briefing notes, and talking points ensuring absolute accuracy and executive-level polish before every submission.
• Monitor and follow up on action items, deliverables, and commitments arising from C-Suite meetings, ensuring timely closure and escalation where needed.
• Coordinate with auditors, consultants, banks, vendors, and senior stakeholders as required.
• Support in preparation of management reports, MIS coordination, and financial documentation
• Coordinate Board and committee meetings, budget review sessions, and leadership offsites managing end-to-end logistics, materials, minutes, and post-meeting action tracking.
• Act as the primary point of contact and liaison between C-Suite principals and internal departments (Finance, Treasury, Legal, HR, Investor Relations) as well as external stakeholders, clients, and Board members.
• Handle all domestic and international travel arrangements for the senior leadership including visas, itineraries, accommodation, transport, and entire expense reconciliation.
• Draft, review, and manage executive correspondence, internal communications, and stakeholder responses on behalf of the CFO with the highest degree of professionalism.
• Manage and safeguard confidential financial documents, board resolutions, compliance reports, contracts, and personnel records with absolute discretion at all times.
• Serve as the central coordinator for administrative processes across the executive floor overseeing office procurement, vendor management, facility coordination, and day-to-day operational continuity.
• Supervise, guide, and mentor junior administrative staff; provide coverage across the administrative team during peak periods or planned absences.
• Proactively identify process inefficiencies across operations and implement improvements to enhance executive productivity and organisational effectiveness.

Required skills and qualifications:

• Bachelors degree in business administration, Management, Communications, or a related field — required.
• MBA or certification in Executive Administration or relevant executive administration certification preferred
• Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software
• Strong organizational, project management and problem-solving skills with impeccable multi-tasking abilities
• Exceptional interpersonal skills and professional demeanor.

Personality Traits:

• Executive Presence: Represents the C-Suite with professionalism and poise in all interactions. - Maintains composure and authority when managing up, across, and outside the organisation.
• Proactive Mindset: Anticipates the needs of principals before they surface
• Discretion & Integrity: Trusted keeper of confidential information. - Understands that information accessed in this role is privileged and never shared inappropriately.
• Resilience Under Pressure: Performs at peak effectiveness during high-stakes, high-volume periods.- Remains calm and focused during M&A activity, or regulatory deadlines.
• Attention to Detail: Zero-error tolerance for documents, communications, and schedules at the C-Suite level.

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