Executive Assistant/ Personal Assistant

Job Description Executive Assistant/ Personal Assistant

• Full executive calendar management - protect time, prioritize, reschedule proactively
• Handle correspondence, meeting prep, agendas, follow-ups, and deadlines
• Assist with operational projects across multiple entities
• Track invoices, payables, expenses, renewals, and recurring obligations
• Light bookkeeping support (QuickBooks/Acumatica familiarity preferred)
• Manage working relationships with vendors, professional partners, and civic organizations
• Help manage involvement in philanthropic, nonprofit, and charity initiatives
• Prepare presentations, reports, and communications on behalf of the executive

Serve as primary organizer and coordinator of home needs

• Oversee all house vendors (maintenance, landscaping, cleaners, repairs)
• Manage deliveries (FedEx, UPS, Amazon) and returns
• Schedule home appointments: repairs, service, insurance reviews, warranties, etc.
• Run personal errands, grocery runs, and shopping as needed
• Source and manage vendors for organization projects (garage, pantry, rooms)
• Help maintain an orderly household calendar (appointments, school, events)
• Assist spouse with task lists, scheduling, and project follow-through without inserting into email streams
• Send daily reporting + tomorrow's plan, clearly and concisely
• Support event and party planning - get best pricing, maximize value
• Handle community service scheduling and follow-through Book domestic and international travel
• Coordinate lodging, vehicles, reservations, excursions, and budgets
• Support family and office remotely when travelers are out of state

Requirements: Dependable, accountable, and reliable Persistent - doesn't drop balls or wait for reminders Holds high standards and maintains professionalism Proactive, organized, builder of structure Unafraid to call out issues or make suggestions respectfully Base salary up to 120k plus full benefits. Staff Financial Group