Personal Assistant (Business/Finance)

Sage Haus•San Francisco, CA

10d•$40 - $48•Onsite

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. You are bright, motivated, highly organized, and eager to build meaningful professional experience. You enjoy variety, can move easily between priorities, and are comfortable taking ownership while keeping someone informed along the way. You may be early in your career or building toward a career in business, finance, real estate, or operations and looking for meaningful hands-on experience working directly alongside a Principal. This role offers exposure to business operations, investments, rental properties, research, project coordination, and executive-level administrative support. We are excited to mentor someone who is curious, asks thoughtful questions, and wants to understand how these interests operate behind the scenes. You don't need to know everything on day one. More important is that you are resourceful, professional, trustworthy, tech-savvy, and motivated to learn. For the right person, we see this as much more than a traditional Personal Assistant position.

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