Executive & Family Operations Assistant

Heartwood Residential Design + BuildCampbell, CA
Hybrid

About The Position

Heartwood Residential is seeking a highly organized, trustworthy, and proactive Executive & Family Operations Assistant to support the owners across both business operations and day-to-day family logistics. This is a unique opportunity for someone who enjoys creating order, staying ahead of details, and becoming a trusted operational right-hand in a growing, family-oriented business environment. The role is designed to be approximately 70% business operations support and 30% family logistics support. We are looking for someone who is warm, resourceful, steady, tech-comfortable, and able to move confidently between administrative coordination, errands, scheduling, and hands-on support where needed. This is not a traditional corporate Executive Assistant role, and it is not a nanny or housekeeping position. The ideal candidate enjoys variety, values trust and relationships, and takes pride in helping busy owners operate more effectively both professionally and personally.

Requirements

  • Previous experience supporting busy professionals, business owners, or families in a high-trust environment is strongly preferred.
  • Extremely trustworthy, discreet, and dependable
  • Organized and naturally detail-oriented
  • Calm, proactive, and able to manage many moving pieces without constant oversight
  • Comfortable around children while maintaining professionalism and boundaries
  • Strong written and verbal communication skills
  • Tech-comfortable with calendars, apps, documents, task systems, and smartphones
  • Able to adapt quickly and shift priorities as needed
  • Professional, steady, and resourceful with a service-minded attitude
  • Valid driver's license and clean driving record
  • Reliable personal vehicle for local errands and pickups
  • Comfortable transporting children as part of the role
  • Able to work locally and in person as needed
  • Background and reference checks required

Responsibilities

  • Help manage administrative follow-through, reminders, and open tasks so important details do not get missed
  • Assist with inbox organization, simple email drafting, and communication coordination
  • Support office organization, supplies, scanning, filing, and administrative systems
  • Assist with onboarding coordination and basic setup for new team members
  • Coordinate occasional client gifts, team appreciation items, and relationship-focused touches
  • Help organize internal documents, notes, forms, and operational checklists
  • Run occasional local business errands, vendor coordination, and pickups/drop-offs
  • Provide light tech and software support, including app setup and basic troubleshooting
  • Assist with recurring school or activity pickups during weekday afternoons
  • Help coordinate calendars, appointments, reminders, and schedules
  • Support local errands, including groceries, returns, dry cleaning, and household pickups
  • Assist with light household organization and resetting shared spaces when needed
  • Help with occasional family events or travel coordination
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