Personal Assistant (Part – Time)

Job Overview:

I am seeking a highly organized, detail-oriented, proactive Personal Assistant to support me in managing my busy schedule, organizing personal records, and handling administrative tasks. With my upcoming role as CFO at a technology company beginning March 24th—and given my busy social calendar, and personal commitments, —I need a reliable partner to help keep me on track. 

Key Responsibilities:

• Calendar & Scheduling:
  • Maintain and manage calendars, schedule medical appointments, and coordinate meetings.

• Document & Record Management
  • Organize and maintain personal records (e.g. tax paperwork, financial documents)
  • Handle document scanning, digital filing, and archiving.
  • Organize and scan family photos for personal archiving.
• Task & Administrative Support:
  • Track and organize multiple to-do lists and ensure timely completion.
  • Assist with basic bookkeeping tasks, bill paying and organizing tax paperwork.
  • Manage overall paper and digital file organization.
  • Address and send out Thank You cards.
  • Address and send out Christmas cards.
  • Assist with planning weekly menus and compiling grocery list.
  • Coordinate and keep track of home maintenance schedules and schedule necessary appointments.
  • Obtain service quotes.
  • Coordinating travel.
• Weekly Planning Session

• Strong organizational skills and ability to manage multiple tasks efficiently.
• Helpful to have proficiency with Microsoft Office.
• Familiarity with bookkeeping tools (e.g., QuickBooks, Excel) is a plus.
• Strong written and verbal communication skills.
• Tech-savvy and comfortable with scanning and organizing digital files.
• Trustworthy, reliable, and able to handle sensitive information with discretion.