Executive and Personal Assistant part-time (20-30 hrs./week)

Job Description

Job Description

Part-time Executive and Personal Assistant part-time (20-30 hrs./week)

The Executive and Personal Assistant provides high-level administrative, scheduling, organizational, and personal support to the Managing Member / Principal. This role requires exceptional discretion, judgment, responsiveness, and attention to detail. The position serves as a trusted point of coordination for business priorities, investor and professional communications, calendar management, travel, personal logistics, office administration, and special projects.

This position is 100% onsite and preferred days are Monday through Friday
Essential Duties and Responsibilities:

• Provide proactive executive support to the Managing Member / Principal, including calendar management, meeting coordination, correspondence, follow-up tracking, and prioritization of daily workflow.
• Coordinate complex domestic and international travel arrangements, including flights, lodging, ground transportation, itineraries, reservations, and related personal or business logistics.
• Manage sensitive personal and professional matters with a high degree of confidentiality, discretion, and sound judgment.
• Serve as a professional point of contact for investors, service providers, vendors, tenants, contractors, family members, and other external parties.
• Prepare, edit, organize, and distribute documents, presentations, correspondence, reports, and other materials as requested.
• Track and manage deadlines, appointments, renewals, registrations, reservations, payments, and other time-sensitive business and personal matters.
• Assist with accounts payable, invoice processing, expense reports, reimbursements, and coordination with accounting or bookkeeping resources.
• Maintain organized electronic and physical files, contact lists, records, and reference materials.
• Coordinate office operations, supplies, vendor relationships, maintenance requests, mail, packages, and general office organization.
• Assist with marketing, investor communications, newsletters, mailings, and presentation updates as needed.
• Handle personal errands, household coordination, appointments, reservations, gift purchasing, event planning, and other personal support tasks as requested.
• Anticipate needs, identify problems, recommend practical solutions, and follow through to completion with minimal supervision.

Minimum Qualifications (Education, Experience, Skills):

• Associate’s degree required; bachelor’s degree preferred.
• 3-7 years of relevant experience supporting a senior executive, principal, business owner, family office, investment firm, or similar professional environment.
• Excellent organizational, time-management, and prioritization skills, with the ability to manage multiple business and personal matters simultaneously.
• Strong written and verbal communication skills, including the ability to interact professionally with investors, executives, vendors, service providers, and family members.
• Demonstrated ability to handle confidential and sensitive information with discretion, maturity, and sound judgment.
• Proficiency in Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams), Adobe/PDF tools, internet research, and general office technology.
• Experience coordinating domestic and international travel, reservations, itineraries, calendar logistics, and expense-related documentation.
• Comfortable managing vendor relationships, office equipment, mail, scanning, filing, document organization, and routine office administration.
• Polished, reliable, resourceful, detail-oriented, proactive, and able to exercise good judgment in a fast-paced professional environment.
• Flexible and responsive, with a “can do” attitude and willingness to handle both executive business support and personal assistant responsibilities.
• Must be a team player