Productivity Assistant, Research

Reposted 16 Days Ago
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Mumbai, Maharashtra, IND
In-Office
8-12 Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Productivity Assistant will manage executive scheduling, coordinate travel, draft communications, and ensure smooth administrative operations within CLSA India.
Summary Generated by Built In

Position Description

The main purpose of the Productivity Assistant is to support the CLSA India entity by partnering with the larger Administration team to ensure seamless business correspondence, client coordination, calendar management, scheduling meeting and taking minutes, travel arrangement and management (Airline booking, accommodation, logistics, visa paperwork, etc.) as well as helping out on the firm’s conferences.

This, like all roles within CLSA’s is a hands-on role and will suit someone with a very strong ability to multi-task and deliver seamless, high quality coordination and administration work from an administrative to transactional level. The role requires a sensible, pragmatic, organized, analytical, and collaborative and client focused approach.

Key Areas of Responsibilities

  • Manage scheduling for company executives

  • Draft, review and send communications on behalf of company executives

  • Organize and prepare for meetings, including gathering documents and attending to logistics of meetings

  • Answer and respond to phone calls, communicate messages and information to the executive

  • Coordinate travel arrangements (Airline booking, accommodation, logistics, visa paperwork, etc.)

  • Maintain various records and documents for company executives

  • Manage bills and approvals in the OA (Office Automation tool)

  • Prepare, reconcile, and submit expense reports

  • Governance of Invoice and Purchase Requests (PRs) management in Office Automation

  • Maintain confidential and sensitive information

  • MIS & Reporting

Requirements

  • Proficiency in English language is must both written and spoken

  • Interpersonal and presentation skills with Time-management skills

  • Ability to pay attention to detail

  • Organization skills and ability to multitask

  • Good understanding of frequently used computer software and programs, such as Microsoft Office

  • Interpersonal skills

  • 8 - 12 years’ experience as an Executive Assistant and in administration management

  • Able to work well under stringent deadlines with good judgment and strong risk acumen

  • Experience in working with multiple company executives will be an added advantage

  • Bachelor's Degree in relevant discipline.

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Skills Required

  • Proficiency in English language both written and spoken
  • Interpersonal and presentation skills
  • Time-management skills
  • Attention to detail
  • Organization skills and ability to multitask
  • Good understanding of frequently used computer software
  • 8 - 12 years' experience as an Executive Assistant
  • Bachelor's Degree in relevant discipline

CLSA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.

  • Pay Growth & Progression Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
  • Healthcare Strength Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
  • Retirement Support Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.

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The Company
London,
2,160 Employees
Year Founded: 1986

What We Do

CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com

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