Personal Assistant

2 months ago

Thousand Oaks, United States Private Company Full time

PART-TIME ON-SITE POSITION (APPROXIMATELY 20-30 HOURS/WEEK)


Responsibilities


Financial/Bookkeeping

  • Assist with financial documentation, basic accounting tasks, and budgeting. Proficiency in Excel is essential.
  • Regularly reconcile personal and commercial real estate accounts, as well as monthly credit card reconciliation.


Project Management

  • Coordinate projects across multiple properties, including support for household initiatives and ensuring residences are well-maintained.
  • Collaborate with family members, administrative personnel, household staff, and external contractors to facilitate project execution.
  • Oversee vehicle maintenance and repair for family-owned vehicles.


Travel

  • Coordinate comprehensive travel plans, both domestically and internationally, for the family. Arrange accommodations and ground transportation as required.


Event Coordination

  • Provide assistance during events, liaising with vendors and ensuring seamless execution.
  • Handle gift procurement and delivery for various occasions, including birthdays, holidays, and special events.


Administrative Support

  • Opening and handling mail.
  • Maintaining and organizing bills, emails, notes, spreadsheets, and all documentation trail for immediate recall.
  • Labeling and filing electronic copies of various documents and personal items.
  • Assist with calendar including important dates, birthdays, personal appointments, etc.


Qualifications

  • Strong proficiency in Excel is essential.
  • Demonstrated ability to work autonomously, taking initiative and delivering results with precision. Capable of independent work with minimal oversight.
  • Bachelor’s degree preferred.
  • Excellent written and oral communication skills.
  • Strong organizational, planning, and problem-solving skills.
  • Able to manage multiple priorities and tasks at the same time with attention to detail.
  • Proven track record of handling confidential and sensitive information discreetly, with tact, and diplomacy.
  • Responsible, trustworthy, and reliable.
  • Must have reliable transportation to commute to Thousand Oaks 3-4 days a week.

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