Personal Assistant (Business/Finance)
About The Position
We are seeking a smart, capable, and highly organized Personal Assistant to work directly with the Principal, supporting his business interests, investments, rental properties, and day-to-day administrative priorities. Our household is already supported by a dedicated House Manager, instead, we are looking for someone who can become a trusted extension of the Principal - creating organization, follow-through, and greater efficiency across his professional and property-related priorities. We value professionalism, initiative, curiosity, discretion, and clear communication. For the right person, this is a meaningful opportunity to learn, grow, and take on increasing responsibility over time.
Requirements
- Highly organized with excellent attention to detail
- Proactive, self-directed, and comfortable taking ownership
- Strong written and verbal professional communication skills
- Tech-savvy and quick to learn new systems and platforms
- Strong administrative and organizational skills, with the ability to collaborate
- Resourceful and comfortable researching and problem-solving independently
- Discreet and trustworthy with confidential personal, business, and financial information
- Comfortable working independently while communicating progress clearly
- Genuine interest in business, finance, real estate, investments, or entrepreneurship
- Reliable personal vehicle and clean driving record
- Able to maintain a smoke-free environment
- Authorized to work in the United States
- Able to commit to approximately 20 hours per week
- Ideally interested in making a 1–2 year commitment and growing within the role
Responsibilities
- Provide direct administrative support to the Principal
- Manage calendars, appointments, meetings, scheduling, and related logistics
- Organize documents, information, spreadsheets, files, and digital systems
- Conduct research and present clear, concise findings and recommendations
- Track follow-ups, deadlines, open items, and next steps
- Assist with correspondence, reservations, purchases, and administrative projects
- Create simple systems that improve organization and efficiency
- Help prioritize and coordinate multiple projects and competing needs
- Anticipate needs and provide proactive support as new priorities and projects arise
- Provide administrative and project support across ongoing business interests
- Organize business and financial documents, records, spreadsheets, and digital files
- Assist with basic financial organization and tracking
- Research business, investment, finance, and real-estate-related topics
- Compile information and create clear summaries for review
- Support follow-up communication and coordination with professional contacts
- Track timelines, deliverables, outstanding action items, and project details
- Learn and support the systems behind the Principal's businesses and investments
- Take on increasing responsibility over time based on interest, aptitude, and experience
- Provide administrative coordination for rental properties
- Communicate and coordinate with vendors, service providers, and other property contacts
- Schedule maintenance, repairs, appointments, and property services
- Track open items and follow through to completion
- Organize property-related documents, invoices, records, and information
- Research vendors, services, pricing, and solutions as needed
- Help maintain organized systems and records for each property
- Support special projects and evolving property needs
- Provide occasional evening reliable transportation support, including the ability to commit to one weekday evening until approximately 9:00 PM
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
