Executive Assistant/ Personal Assistant
Staff Financial Group
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
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.
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