Executive Assistant – Founder’s Office Full Time

1. Sales Coordination

Lead assignment & tracking
Follow-up on 1-to-1 calls
Managing no-shows & rescheduling
Maintaining lead sheets & reporting
2. Backend Operations

Client onboarding (Broking / API / Algo setup)
Account opening coordination
Resolving onboarding issues
3. Accounts Coordination

GST filing coordination with CA
Coordination with financial partners (like IIFL)
Payment tracking & reconciliation
4. Course Management

Course access & onboarding
Managing student groups (WhatsApp/Telegram)
Scheduling sessions
Uploading resources (PDFs, content)
Handling queries & collecting feedback/testimonials
5. Systems & Automation

Working on Zoho CRM implementation
Setting up Email & WhatsApp automations
Sending weekly newsletters
Improving internal processes
6. Trading Support

Managing account logins
Ensuring algo execution runs smoothly
Coordinating with team for issue resolution
7. Founder’s Office Support

Daily reporting & dashboards
Task tracking & follow-ups
Coordinating across teams
YouTube video uploads