Executive Personal Assistant

60% Executive Support • 40% Personal Support

Location: Austin TX (South Congress)

About the Principal

The Principal is an entrepreneur, philanthropist, and visionary leader in the global clean energy and sustainable finance space. He operates across two primary bases in Austin and San Francisco with investments, ventures, and philanthropic initiatives spanning the globe. 

His flagship company is a leading financial technology platform focused on making sustainable home solutions, including solar, batteries, and energy-efficient systems, more affordable and accessible to homeowners across the United States. He has built and scaled multiple businesses across the clean energy, mortgage, and technology sectors over the course of his career. In addition to his commercial ventures, he founded and leads an award-winning nonprofit that has delivered clean water and electricity to over 2 million people across 28 countries, as well as a sustainable asset management fund targeting the clean energy investment market.

• Calendar Ownership: Design a highly intentional, priority-driven schedule; protect focus time; sequence days for maximum productivity.
• Inbox Management: Triage emails, draft responses, create templates, escalate only when necessary; maintain exceptionally tight response times.
• Travel Coordination: Plan detailed domestic/international travel; create briefs, itineraries, contingencies, packing lists; ensure the CEO is always prepared.
• Meeting Prep & Follow-Through: Prepare pre-reads, talking points, research summaries, and post-meeting follow-up notes.
• Company Operations:
• Coordinate cross-functional priorities with the team across the globe.
• Coordinate with the events team and help plan off-sites, customer events, and light HR operations.
• Support recruiting: interview scheduling, candidate coordination, ATS hygiene.
• Document & Knowledge Management: Maintain clean, well-structured internal systems - Drive, Docs, Sheets, SOPs, workflow templates.
• Light Content & Design: Draft polished internal and external communications; prepare clean slide decks and one-pagers that reflect company’s brand.
• Project Management: Run checklists across CEO initiatives, track deadlines, monitor execution, and ensure no task slips.
• Support early operations for side projects, launches, or new initiatives.
• Research deep-dive topics quickly and present clear, concise options.

• Coordinate medical, wellness, fitness, and personal appointments.
• Manage personal errands, returns, mail handling, online accounts, DMV/travel documents.
• Assist with travel planning for family trips; book experiences, dining, and concierge-level logistics.
• Light personal shopping, errands, wardrobe organization, and gift sourcing.
• Help plan small gatherings, dinners, celebrations, and home-hosted events.

• Manage home vendors: cleaners, handyman, gardener, contractors, home services.
• Coordinate maintenance schedules, repairs, inventory, packages, and light organization.
• Manage household accounts, bills, renewals, warranties, and subscriptions.
• Maintain documentation and shared checklists across households, ensuring a single source of truth for all operations.
• Keep home environment guest-ready and proactively resolve issues before escalation.

• Assist with schedules, appointments, school communication, and extracurricular coordination for the CEO’s children.
• Occasional driving between Tarrytown, downtown, and local appointments.
• Research activities, camps, tutors, or developmental programs as needed.

• Oversee vehicle/asset maintenance, servicing, inspections, registration, fueling, and detailing.
• Run local errands: groceries, returns, event prep, pickups/drop-offs around Austin.

• Coordinate with the family office as needed
• Track receipts, recurring expenses, reimbursements, and monthly summaries.
• Aid in maintaining organized documentation for LLCs, trusts, insurance, and personal records.
• Support light investment/asset coordination (signatures, closings, wires, vendor comms).

• The CEO’s time, focus, and energy are protected and maximized.
• Home and office environments run smoothly with minimal input required.
• Travel, calendars, inboxes, and operations remain proactive - not reactive.
• Details are handled flawlessly; communication is clean, calm, and consistent.
• The EPA becomes a trusted partner, operating with full ownership and judgment.

• 5+ years combined EA/PA experience , including direct support to a founder, C-level executive, or HNW individual.
• Long tenure in past roles; demonstrated loyalty, trustworthiness, and stability.
• High IQ + high EQ: calm, intuitive, anticipatory, tactful.
• Extremely organized, detail-driven, reliable, and solution-oriented.
• Self-directed operator who thrives in an early-stage or fast-moving environment.
• Exceptional communicator - clear, concise, direct, and professional.
• Comfortable working in-person, hands-on, and providing lifestyle + family support.
• Must have: Driver’s license , ability to run local errands, and physical presence in Austin.
• Technical proficiency: 
• Google Workspace : Calendar, Gmail, Drive, Docs, Sheets (expert-level required), Slides.
• Slack (internal team coordination).
• Superhuman or similar email clients for fast inbox triage.
• Project & Task Tools : Asana, Notion, Todoist, Linear, ClickUp, or similar.
• Scheduling Tools : Calendly, Cron, Vimcal, or equivalent.
• Travel Tools : TripActions/NAVAN, Google Travel, airline portals, Uber/Lyft.
• File & Knowledge Systems : Notion, Dropbox, Google Drive organization.
• Light Design Tools : Canva, Figma, or Keynote for simple one-pagers and decks.
• Automation Tools : Zapier, basic AI workflows (ChatGPT), and templating systems.

• In-person role (non-negotiable) in downtown Austin.
• Exceptional attention to detail is non-negotiable. The CEO values precision and quality over speed; he would always prefer the task be done slowly and correctly the first time rather than rushed with avoidable errors.
• A strong bias toward zero repeated mistakes - learn quickly, adjust systems, and ensure improvements stick.
• Proactive, high-ownership mindset - brings solutions, not problems.
• Flexible, reliable, and able to respond and act outside traditional hours when reasonable.
• Discreet, professional, and committed to confidentiality.
• Low-ego, team-oriented, and aligned with the Principal’s pace and expectations.

Benefits 

• Compensation: $130,000-$200,000 annual salary, depending on experience.
• Healthcare benefits 

This role is designed for someone who wants to operate at the intersection of business, personal life management, and operational excellence. The right candidate will become an indispensable partner to the CEO and a central part of Client’s success.