Productivity Assistant
CITIC CLSA
Productivity Assistant
CITIC CLSA
Asia-focused capital markets and investment group
Position Description
The main purpose of the Productivity Assistant is to support the CLSA India entity by partnering with the larger Administration team to ensure seamless business correspondence, client coordination, calendar management, scheduling meeting and taking minutes, travel arrangement and management (Airline booking, accommodation, logistics, visa paperwork, etc.) as well as helping out on the firm’s conferences.
This, like all roles within CLSA’s is a hands-on role and will suit someone with a very strong ability to multi-task and deliver seamless, high quality coordination and administration work from an administrative to transactional level. The role requires a sensible, pragmatic, organized, analytical, and collaborative and client focused approach.
Key Areas of Responsibilities
Manage scheduling for company executives
Draft, review and send communications on behalf of company executives
Organize and prepare for meetings, including gathering documents and attending to logistics of meetings
Answer and respond to phone calls, communicate messages and information to the executive
Coordinate travel arrangements (Airline booking, accommodation, logistics, visa paperwork, etc.)
Maintain various records and documents for company executives
Manage bills and approvals in the OA (Office Automation tool)
Prepare, reconcile, and submit expense reports
Governance of Invoice and Purchase Requests (PRs) management in Office Automation
Maintain confidential and sensitive information
MIS & Reporting
Requirements
Proficiency in English language is must both written and spoken
Interpersonal and presentation skills with Time-management skills
Ability to pay attention to detail
Organization skills and ability to multitask
Good understanding of frequently used computer software and programs, such as Microsoft Office
Interpersonal skills
8 - 12 years’ experience as an Executive Assistant and in administration management
Able to work well under stringent deadlines with good judgment and strong risk acumen
Experience in working with multiple company executives will be an added advantage
Bachelor's Degree in relevant discipline.
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Asia-focused capital markets and investment group
CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.
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