Jr. Secretary to CFO & Managing Director

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Jr. Secretary to CFO & Managing Director

CleanMax – Mumbai, India

Refined job description

ROLE
– Manage and maintain the calendars, appointments, meetings, and travel schedules of the CFO and MD
– Coordinate internal and external meetings, leadership reviews, investor meetings, board discussions, and business appointments
– Prioritize and schedule meetings based on business urgency and stakeholder availability
– Ensure timely reminders, meeting preparedness, and agenda circulation
– Draft, review, and manage professional emails, letters, presentations, MOMs, and executive communication
– Handle confidential correspondence and sensitive business information with high discretion
– Act as a coordination point between leadership, internal departments, investors, consultants, auditors, and external stakeholders
– Arrange domestic and international travel bookings, hotel accommodations, visas, transport, and itineraries
– Manage travel-related documentation and expense coordination
– Ensure smooth logistics for leadership visits, conferences, and business events
– Prepare meeting agendas, presentations, reports, and discussion notes
– Coordinate board meetings, leadership reviews, and strategic discussions
– Maintain executive records, files, confidential documents, and approvals systematically
– Support document management, invoice coordination, vendor communication, and administrative tasks
– Coordinate with HR, Finance, Legal, and Administration teams for executive requirements
– Professionally engage with senior leadership, investors, clients, banks, consultants, and government authorities where required
– Ensure timely follow-ups and closure of pending matters across teams

REQUIREMENTS
– Graduate in any discipline
– Additional certification in Executive Assistance, Administration, or Secretarial Practice will be preferred
– 5–12 years of experience as an Executive Assistant / Secretary to CXO level executives
– Experience supporting CFO, CEO, MD, or senior leadership in corporate organizations is preferred
– Experience in infrastructure, renewable energy, EPC, finance, or corporate environments will be an added advantage
– Excellent verbal and written communication skills
– Strong organizational and multitasking abilities
– High level of professionalism and confidentiality
– Strong follow-up and coordination skills
– Ability to work under pressure and manage tight timelines
– Good interpersonal and stakeholder management skills
– Confidentiality & Integrity
– Time Management
– Executive Presence
– Coordination & Planning
– Attention to Detail
– Problem Solving
– Professional Communication
– Mature and professional personality
– Ability to handle sensitive business matters independently
– Strong ownership mindset and responsiveness
– Flexible to support extended working hours whenever required

Full job description

Manage and maintain the calendars, appointments, meetings, and travel schedules of the CFO and MD. | Coordinate internal and external meetings, leadership reviews, investor meetings, board discussions, and business appointments. | Prioritize and schedule meetings based on business urgency and stakeholder availability. | Ensure timely reminders, meeting preparedness, and agenda circulation. | Draft, review, and manage professional emails, letters, presentations, MOMs, and executive communication. | Handle confidential correspondence and sensitive business information with high discretion. | Act as a coordination point between leadership, internal departments, investors, consultants, auditors, and external stakeholders. | Arrange domestic and international travel bookings, hotel accommodations, visas, transport, and itineraries. | Manage travel-related documentation and expense coordination. | Ensure smooth logistics for leadership visits, conferences, and business events. | Prepare meeting agendas, presentations, reports, and discussion notes. | Record Minutes of Meetings (MOMs) and track action items for closure. | Coordinate board meetings, leadership reviews, and strategic discussions. | Maintain executive records, files, confidential documents, and approvals systematically. | Support document management, invoice coordination, vendor communication, and administrative tasks. | Coordinate with HR, Finance, Legal, and Administration teams for executive requirements. | Professionally engage with senior leadership, investors, clients, banks, consultants, and government authorities where required. | Ensure timely follow-ups and closure of pending matters across teams. | Graduate in any discipline. | Additional certification in Executive Assistance, Administration, or Secretarial Practice will be preferred. | 5–12 years of experience as an Executive Assistant / Secretary to CXO level executives. | Experience supporting CFO, CEO, MD, or senior leadership in corporate organizations is preferred. | Experience in infrastructure, renewable energy, EPC, finance, or corporate environments will be an added advantage. | Excellent verbal and written communication skills. | Strong proficiency in MS Office (Excel, PowerPoint, Word, Outlook). | Strong organizational and multitasking abilities. | High level of professionalism and confidentiality. | Strong follow-up and coordination skills. | Ability to work under pressure and manage tight timelines. | Good interpersonal and stakeholder management skills. | Confidentiality & Integrity | Time Management | Executive Presence | Coordination & Planning | Attention to Detail | Problem Solving | Professional Communication | Mature and professional personality. | Ability to handle sensitive business matters independently. | Strong ownership mindset and responsiveness. | Flexible to support extended working hours whenever required.