Executive Assistant Director
Resume:
Page No. *
MAHESH C. PATEL
(Res. Address) Sunrise Residency, Flat No.101, B Wing, 1st Floor, Near Narayan Nagar, Titwala (East), 421605
Cell No. 998-***-**** Email: ***********@*****.***
Seeking senior level assignments in Secretarial Operations with an organization of repute
SYNOPSIS
A result oriented professional with over 33 years of experience in secretarial operations
Working with Vialto Partners, Bengaluru from 13th Nov, 2023 as Executive Assistant-Administration department assisting 2 Partner’s and assisting the team members of both the Partner’s of around 20 members
Worked with KPMG as Senior Secretary for 5 Partner’s and 5 Executive Director besides assisting a team of 40 members in the M&A, PE & Advisory Practice
Proficient in handling day-to-day activities in co-ordination with internal/external departments for smooth business operations.
Demonstrated skills in relationship management coupled with expertise in handling top & confidential correspondence with clients. Well versed with shorthand and typewriting.
Strong analytical, problem solving & organizational abilities. Possess a flexible & detail oriented attitude.
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ORGANISATIONAL EXPERIENCE
Working with Vialto Partners, Bengaluru as Executive Assistant from 13th November, 2023 assisting 2 Partner’s besides handling a team of 20 members KPMG, Chartered Accountants Senior Secretary to
Partner’s
July 21, 2018 –
Nov 10, 2023
PricewaterhouseCoopers Pvt. Ltd., Chartered
Accountants
Executive Assistant
to Partner
Apr 23, 2007 –
July 20, 2018
RSM & Co., Chartered Accountants Secretary to Partner Feb 2001 – Apr 2007
PRV Raghavan & Co., Chartered Accountants Executive Secretary to Proprietor
Jan 1999 – Jan
2001
Coopers & Lybrand, Chartered Accountants, Shah &
Nahar Industrial Estate, Mumbai
Executive Secretary
to Tax Director
May 1996 – Dec,
1998
Price Waterhouse, Chartered Accountants, Raheja
Chambers, Mumbai
Secretary to Partner Jan 1993 – April
1996
M.P.Makhija & Associates, Advocates & Chartered
Accountants, Mumbai
Stenographer Jan 1990 – Dec
1992
AREAS OF EXPERTISE
To pull out details of Debtor’s Report, Collection Report and WIP Report on a weekly basis using Partner’s user ID and password from Precision or Oracle database and post that first of all to discuss about the same with Director, Associate Director, Sr. Manager, Manager and other teammates and finally to show the hard copy of the same to the concerned Partner.
To prepare Project and Task code once a new client engagement is received.
Organizing various functions and meetings
Taking minutes at meetings
Answering, screening & making telephone calls on behalf of executive staff.
Prioritizing incoming correspondence, including letters, memos and emails
Filtering requests for appointments & arranging internal and external meetings and conference calls
Providing support to meetings including minutes and follow-up actions
Typing letters, reports, presentations and other documents
Coordinating filing and general administrative working for executive staff.
Taking shorthand dictation
Setting up and coordinating appointments
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To book international air ticket for the concerned Partner through Yatra or Makemytrip.com
To arrange forex for the concerned Partner through Yatra or Makemytrip.com
To forward the concerned Partner soft copy as well as hard copy of the international air tickets along with agenda for the meeting [To handover hardcopy of overseas detailed itinerary to the concerned Partner]
To book an overseas hotel accommodation for the Partner
Domestic air ticket booking for the Partner, cab booking and doing the web check in for the Partner.
Organizing hotel reservation / airport pick-ups for overseas suppliers
Maintaining & updating customer data of all sales executives, sales supervisors
Administering records of all incoming/outgoing faxes, calls, etc.
Managing invoices on the client through JMS after collating information from various departments for the time spent on a particular client.
Relationship management with the client regarding payment of the invoice
Sending updates to the client regarding payment of the invoice
Sending updates to the client on Tax & Business Advisory, Direct & Indirect Tax, FEMA, Circulars / Notifications, CBDT Circulars / Notifications, Foreign Direct Investments, RBI Circulars / Notifications, Newsflash etc.
Establishing a filing system
Fixing appointment for the Boss after coordinating with the client
Preparing presentation for the client
To forward Budget highlights, Diwali Greetings Christmas and New Year Greetings to the clients on behalf of the Partner from the Partner’s desktop [soft copy as well as hard copy]
Whenever the Partner meets some new client, to enter the new client details in the Contact Management Database (CMD) software.
Post raising the invoice on the client and after 1 month to contact the client regarding payment of the invoice, if the invoice payment is outstanding. ACCOMPLISHMENT ACROSS CARRER
Raising the invoices on the clients after going through the Job Arrangement Letter
Liaising with the clients on behalf of the organization regarding payments of the invoices and sending reminders to the clients
ACADEMIA
Diploma in Personal Executive Davar’s College 2005 Assistant Course
B.Com R.K.Talreja College, Ulhasnagar 1993
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Mumbai University
PROFESSIONAL QUALIFICATIONS
Hindi Typing 40 w.p.m. Shree Commercial Institute, Shahad 1993 Marathi Typing 30 w.p.m. Shree Commercial Institute, Shahad 1992 Shorthand @ 60 w.p.m. Kumar Commercial Institute, Shahad 1988 Shorthand @ 80 w.p.m. Kumar Commercial Institute, Ulhasnagar 1989 Shorthand @ 100 w.p.m. Kumar Commercial Institute, Ulhasnagar 1990 English @ 30 w.p.m. Kumar Commercial Institute, Ulhasnagar 1988 English @ 40 w.p.m. Kumar Commercial Institute, Ulhasnagar 1988 English @ 50 w.p.m.
Kumar Commercial Institute, Ulhasnagar
PERSONAL DETAILS
1989
Date of Birth
: 12th November, 1971
Location Preference
: Mumbai
Current CTC
: Rs. 10.5 Lacs
Expected CTC : Rs.11.5 Lacs [Negotiable]
Contact this candidate