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ADMINISTRATIVE ASSISTANT

Role Overview

As an Administrative Assistant, you will ensure smooth daily operations of the SmartFP office and provide high‑quality administrative support to leadership and teams. The role spans office management, documentation, meeting logistics, vendor coordination, procurement support, and first‑line employee assistance. You will uphold compliance, data hygiene and professional standards while delivering prompt, accurate service to internal and external stakeholders.


Key Responsibilities

· Front Office & Coordination: Manage reception, visitor protocols, telephone/email enquiries, meeting room schedules, and courier/dispatch.

· Calendar & Travel: Assist leaders with calendar management, local travel bookings, reimbursements, and meeting logistics (agenda, minutes, follow‑ups).

· Finance Admin Support: Petty cash handling, expense tracking, voucher preparation and coordination with Accounts for timely settlement.

· Event & Training Logistics: Coordinate internal meetings, trainings and townhalls; handle invites, venue readiness, AV checks and participant attendance.

· Online Registrations: Conduct employee registrations and assist client registrations.

· Onboarding/Offboarding Support: Prepare welcome kits, access cards, seating/asset readiness; collect assets and close checklists at exit.

· Record Keeping: Maintain attendance and leave records; maintain accurate employee files, letters; maintain client’s data and documents.

· Operation Tracking: Provide first line query resolution; assist with insurance enrolment, pre/ post-sale services and claims support.

· Documentation: Prepare letters, reports and presentations; digitize and maintain organized file systems (physical and cloud) with version control.

· Reporting: Maintain daily/weekly MIS on admin requests, TATs, inventory and cost trackers; flag risks and propose improvements.


Qualifications & Skills

· Graduate/ postgraduate in any domain.

· 1–3 years’ experience in office administration/operations, preferably in financial services.

· Proficiency in MS Office/Google Workspace; strong Excel and document formatting skills.

· Excellent written and verbal communication (English preferred), professional phone and email etiquette.

· High attention to detail, integrity in cash/records handling, and strong follow‑through.

· Ability to prioritize, meet timelines and handle multiple stakeholders.


Compensation & Benefits


Annual CTC

· ₹2.0 LPA – ₹3.0 LPA (role banded; based on experience and interview performance)


Work Benefits

· Continuous basic and advanced trainings with strong on‑ground support system.

· Annual performance appraisals with scope for promotion to management roles.


Work Culture

· 6‑day work week.

· Working hours: 08:45 AM – 6:00 PM (login before 08:55 AM mandatory).

· Holidays: As per bank holidays.

· Formal/ Smart Casual dress code; strong emphasis on punctuality and professionalism.


Growth Path

Administrative Assistant → Senior Administrative Assistant → Administration Executive (Administration) 

Apply Now
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Smart Financial Planners

4th Floor, B - Wing, Kamla City, Lower Parel West, Mumbai - 400013, Maharashtra, India

+91 7391980808

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