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Staff Financial Group
Executive Assistant/ Personal Assistant
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Job Description
Back To Results Executive Assistant/ Personal Assistant Job Description Executive Assistant/ Personal Assistant
- Full executive calendar management — protect time, prioritize, reschedule proactively
- Handle correspondence, meeting prep, agendas, follow-ups, and deadlines
- Assist with operational projects across multiple entities
- Track invoices, payables, expenses, renewals, and recurring obligations
- Light bookkeeping support (QuickBooks/Acumatica familiarity preferred)
- Manage working relationships with vendors, professional partners, and civic organizations
- Help manage involvement in philanthropic, nonprofit, and charity initiatives
- Prepare presentations, reports, and communications on behalf of the executive Serve as primary organizer and coordinator of home needs
- Oversee all house vendors (maintenance, landscaping, cleaners, repairs)
- Manage deliveries (FedEx, UPS, Amazon) and returns
- Schedule home appointments: repairs, service, insurance reviews, warranties, etc.
- Run personal errands, grocery runs, and shopping as needed
- Source and manage vendors for organization projects (garage, pantry, rooms)
- Help maintain an orderly household calendar (appointments, school, events)
- Assist spouse with task lists, scheduling, and project follow-through without inserting into email streams
- Send daily reporting + tomorrow's plan, clearly and concisely
- Support event and party planning — get best pricing, maximize value
- Handle community service scheduling and follow-through Book domestic and international travel
- Coordinate lodging, vehicles, reservations, excursions, and budgets
- Support family and office remotely when travelers are out of state