Executive & Personal Assistant

Executive & Personal Assistant

Overview

We are seeking a proactive, detail-oriented Executive & Personal Assistant to provide administrative, financial, and logistical support to the CEO and company operations. This is an ideal role for someone who thrives on variety youll gain hands-on experience in financial management, executive support, and personal coordination, all within a fast-paced entrepreneurial environment.

This in-person role is based in Bronxville, NY and requires regular onsite presence to support both business and personal needs.

Key Responsibilities

Financial Management & Bookkeeping

• Process vendor payments (e.g., Wise.com, Schwab), reconcile credit cards, and manage invoices.
• Review LLC statements/tax filings; ensure health insurance compliance; assist with 401K and retirement accounts.
• Optimize personal and business credit card points/limits and maintain accurate expense tracking.

Executive & Administrative Support

• Manage multi-account email inboxes and scheduling.
• Oversee shipments, inventory, domains, and permits.
• Coordinate meetings, appointments, and recurring administrative needs.
• Conduct research and purchasing for business and personal requests.

Personal Finance & Real Estate

• Review property and rental statements; collect/deposit rent checks.
• Handle work orders, appliance purchases, leases, and insurance updates.
• Maintain income/expense spreadsheets and real estate records.

Health, Travel & Logistics

• Schedule medical check-ups and ensure insurance compliance.
• Book domestic/international travel using points (e.g., Point.me, Chase/Capital One).
• Manage passports, roaming plans, and reservations.

Procurement & Tech Support

• Source and order supplies/food (e.g., Costco, FreshDirect).
• Provide basic troubleshooting; open vendor tickets (e.g., Azure, HireSelect).

Qualifications

• Bachelors degree in Business, Finance, or related field (preferred) or equivalent experience.
• 3+ years in administrative roles (executive support ideal).
• 1+ years in bookkeeping or finance.

Skills & Experiences

Core : Strong organization, time management, discretion, problem-solving, and communication.

Financial : Proficiency in accounting principles; QuickBooks, Excel, and online banking tools.

Administrative : Document management, vendor coordination, logistics, and scheduling.

Technical : Basic troubleshooting, Google Workspace, and fraud detection.

Travel/Procurement : Familiarity with booking platforms (e.g., Kayak, Point.me) and online sourcing.

Hours

MondayFriday, 9:00 AM5:00 PM (onsite).

Salary Range

$65,000 $75,000 , commensurate with experience.

Why Join Us?

As part of a small, entrepreneurial company, youll directly impact both business operations and personal initiatives. Youll support a visionary team with 25 years of industry leadership, gaining rare cross-functional experience across finance, administration, and real estate.

We offer:

• Competitive salary
• Health & dental insurance
• 401K + profit-sharing
• Free Lunch