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Personal Assistant

1 month ago

Great Neck, United States Adam Personnel Full time

Our client, a Senior Partner of a family-owned Investment Firm seeks an experienced Personal Assistant.

This position is located in Great Neck, NY. Our client seeks a trustworthy, highly motivated, detail oriented, and well-spoken Personal Assistant to manage and provide administrative business and personal support.


Responsibilities:

  • Management of personal & business calendars.
  • Handle all calls & email requests.
  • Scheduling of meetings, appointments, travel, dinners etc.
  • Review & process all billing working closely with accounting department.
  • Manage all necessary IT needs/request for home & office.
  • Perform banking (withdrawal & deposits).
  • Detail expense reporting.
  • Work with tax department for 1099’s yearly filings.
  • Handle annual tax grievances for all properties.
  • Process donation requests.
  • Process family medical insurance claims.
  • Review all incoming/outgoing mail and expediate accordingly.
  • Maintain & update all documents & files.
  • Keep record of timesheets & weekly payroll for domestic help.
  • Keep record & maintain up to date inspection, registration, insurance, and maintenance for all vehicles.
  • Liaison for caretakers / groundskeepers for residences.
  • Liaison for contractors for projects keeping up with timelines.
  • Set up home repair & service appointments.
  • Track and ensure yearly tax filings for entities are paid and processed.

Requirements:

- Highest level of confidentiality, professionalism, integrity, and discretion.

- Professional demeanor, and communication skills.

- Excellent judgment and decision-making skills.

- Strong problem analysis and problem-solving skills.

- Proficient in Microsoft Office Suite (Outlook, Word, Excel). And must have QuickBooks

- Knowledge of Yardi software a plus.


Hours: 9 to 5

This position is hybrid (3 days in the office / 2 remote). During training this position will be 5 days a week in the office.

Salary $75,000 to $90,000 depending on experience.

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