1. Purpose of the Role
The Administrative Executive is responsible for ensuring smooth day-to-day functioning of the Chartered Accountant office by managing administrative operations, coordinating with staff, handling documentation, maintaining records, and supporting partners and professional staff in operational and compliance-related activities.
2. Key Roles & Responsibilities
A. Office Administration
Manage daily office administrative activities.
Maintain office discipline and ensure smooth functioning of office operations.
Supervise housekeeping, pantry, and office maintenance.
Coordinate with vendors for office supplies, repairs, and maintenance.
Maintain inventory of office stationery and supplies.
B. Client Documentation & Record Management
Maintain physical and digital client files.
Organize documents related to:
Income Tax
GST
ROC
Audit files
Other regulatory filings
Ensure proper indexing and storage of client records.
Maintain document tracking for files sent to departments or clients.
C. Compliance & Filing Support
Assist professional staff with administrative support for:
Income Tax return filings
GST filings
ROC filings
TDS returns
Handle printing, scanning, and uploading of documents.
Maintain records of due dates and filing acknowledgements.
D. Communication & Coordination
Act as the first point of contact for client visits and calls.
Coordinate meetings between clients and partners.
Handle office email communications and courier dispatches.
Follow up with clients for pending documents.
E. Office Systems & MIS
Maintain administrative MIS reports such as:
Staff attendance
Client document pending list
Compliance due dates tracker
Maintain inward and outward register for documents.
Update client master database.
F. Billing & Basic Accounts Support
Assist in preparation of invoices and engagement letters.
Track client payments and follow up for outstanding fees.
Coordinate with accounts team for expense tracking and reimbursements.
G. HR & Staff Coordination
Maintain staff attendance and leave records.
Coordinate onboarding formalities for new employees.
Maintain employee records and HR documentation.
3. Required Skills & Competencies
Strong organizational and multitasking skills.
Knowledge of office management procedures.
Good communication and interpersonal skills.
Proficiency in MS Excel, Word, and email management.
Ability to maintain confidentiality of client information.
Basic understanding of CA office workflow (GST, IT, Audit) preferred.