Executive Assistant to CEO

About the role

We are seeking a proactive and highly organised Executive Assistant to support our Chief Executive Officer at Turtle Wealth in Surat. The role offers direct exposure to wealth management, quantitative and AI‑driven investing while working closely with senior leadership.

Key responsibilities

• Manage the CEO’s calendar, schedule meetings and coordinate travel arrangements.
• Coordinate communications with internal teams, clients and partners.
• Prepare presentations, reports and accurate meeting notes.
• Track follow‑ups, deadlines and key action items to ensure timely execution.
• Support strategic initiatives and fulfil leadership requirements.
• Handle confidential information with the utmost discretion.

Required profile

• Graduate degree; MBA preferred.
• 1–3 years of relevant executive‑assistant experience.
• Excellent communication and presentation abilities.
• Strong organisational skills, detail‑oriented and proactive.
• Ability to multitask, take ownership and work independently.

Required skills

• Microsoft Excel
• Microsoft PowerPoint
• Google Workspace (Docs, Sheets, Slides)

What we offer

• Hands‑on experience in wealth management, portfolio management services, and AI‑driven investment strategies.
• Close collaboration with senior leadership and a fast‑growing team.
• On‑site work environment in Surat.