Personal Assistant

The personal assistant will offer comprehensive support to the owner of CB Enterprises and their 3 small entities in all areas including communications, scheduling, administration, receivables management, and customer satisfaction. We need someone dedicated to our purposes, open to learning new things, and strong in organizational skills to fill this role.

Ideal candidates will be experienced in administration function, highly attentive to detail, and innovative in workflow management. This individual must be organized and possess the ability to adapt to shifting deadlines and priorities.

Key Objectives

• Offer assistance in task management
• Streamline client care
• Aid in client satisfaction
• Monitor deliverable timelines
• Manage scheduling and booking workflows

Responsibilities

• Manage calendars so they are accurately updated with availability for appointments and bookings
• Maintain phone communications during office hours for 1-2 entities
• Process executive communications and correspondences for client requests and inquiries via company email boxes
• Assist in streamlining and improving the administrative processes
• Manage task lists, deadlines, and due dates
• Manage clients invoicing and billing
• Maintain e-filing system
• Collaborate with owner on routine weekly and monthly client update emails
• Streamline new leads through workflows
• Follow-up with cold leads and clients
• Participate in social media posting, ads, and lead management
• Perform relevant ad‑hoc tasks upon request
• Assist with 1-2 in‑person events per year as needed in a support capacity
• Communicate in office with all levels of staff to ensure coordination
• Draft meeting agendas for client meetings
• Support month‑end close process by ensuring timely and accurate completion of tasks

Benefits of Working for Us

• Flexible schedule
• Trainings and Development
• Seasonal bonuses
• Annual complimentary portrait session
• Discounted Tax Services
• Access to Exclusive Events
• Paid Birthday Leave
• Potential to Grow into Full‑Time Position

This is a part‑time remote position with a competitive hourly rate of $20–25 per hour. The final offer will be determined by multiple factors, including candidate experience and expertise. This position is on track for a full‑time conversion.

Here’s what we are looking for

• 1‑3 years experience in administrative role
• Excellent verbal and written communication skills
• Familiarity with Microsoft Office and Google Workspace
• High Attention to Detail
• Excellent time and task management skills
• Self‑starter and able to work with little supervision
• Experience in an office environment or other professional setting
• Ability to handle multiple tasks while properly prioritizing urgent and high‑impact work
• Ability to exercise discretion with sensitive information, including client and company data
• Strong Organizational Skills
• Personable & Professional Personality
• Adaptable to change
• Has own laptop or computer
• Motivated to grow and improve professionally

Preferred Qualifications

• Experience working to achieve shared goals
• Experience working in client Billing
• Ability to compartmentalize multiple active roles
• Innovative Problem Solving Skills
• Familiarity with 17hats CMR system a plus
• Self‑starter personality and intellectual curiosity
• Strong problem‑solving ability
• Strong project management ability
• Comfort working with top‑level managerial staff