Personal Assistant
MEND MEND Boca Raton, FL Boca Raton, FL Full-time Full-time From $70,000 a year From $70,000 a year 22 hours ago 22 hours ago 22 hours ago Our Client, a private family, in Boca Raton, FL is looking for a Personal Assistant to join their household team.
The ideal candidate for this position will be discrete, detail oriented, and organized to meet the needs of the household.
1.
Admin and Personal Time Management Receive and organize tasks from family on a daily basis.
Manage appointments, reservations, and errands for personal and business needs.
Maintain an ongoing list of tasks and priorities for both individuals.
Create and update spreadsheets, lists, and documents to provide easy access to data.
Coordinate with your preferred communication methods (Microsoft Teams for Bridgette, phone calls for family).
2.
Bookkeeping and Financial Management Handle monthly household bills and ensure timely payments.
Manage accounts with monthly subscriptions and reconcile financial records.
Keep the household ledger up to date and organized.
Coordinate with family's Exec.
Assistants in maintaining financial documents for taxes and annual reports.
Support with financial planning and budgeting as needed.
3.
Calendar Management Manage and organize personal and professional calendars for family & puppies.
Perform research and provide options and recommendations for child's activities.
Coordinate appointments, events, and travel arrangements to avoid conflicts.
Provide regular updates on upcoming events and scheduling changes.
4.
Event Planning and Coordination Assist in planning and coordinating events, gatherings, and occasions for both personal and extended family.
Assist with travel arrangements, reservations, and communication for events.
Handle invitations, RSVPs, and event logistics as needed.
Collaborate with extended family members on coordination efforts.
5.
Household Management Oversee household tasks and responsibilities for housekeepers and nanny.
Ensure household cleaning tasks are outlined and completed according to schedule.
Ensure each home is prepared prior to arrival (e.
g.
AV system updates, grocery shopping, house keeping, flower deliveries, etc.
) Assist with household organization and management of daily operations.
Implement a central database for passwords and manage access.
Maintain the household iPad as a central hub for information.
Maintain central data base for household vendors.
6.
Travel Planning Assist with planning & booking travel itineraries, accommodations, and transportation as required for family, extended family & puppies.
Perform research and provide options and recommendations based on preferences.
Ensure all necessary travel documentation is prepared.
Ensure Itinerary Is accurate and up to date on Microsoft Teams Travel & Events Channel Handle last-minute changes or adjustments to travel plans.
7.
Daily Problem Solving Address and resolve daily challenges and issues as they arise.
Exercise sound judgment in decision-making for routine matters.
Collaborate with family for matters requiring significant decisions.
Be resourceful and proactive in finding solutions to unexpected situations.
8.
Communication and Reporting Use Microsoft Teams for primary communication and ensure phone calls for family's preference.
Regularly update family on completed tasks and ongoing activities.
Provide daily check-ins and updates to each via preferred methods.
Maintain organized lists, spreadsheets, and documents for easy data access.
9.
Confidentiality and Privacy Maintain strict confidentiality in handling sensitive personal and business matters.
Adhere to the signed NDA and exercise discretion in all interactions.
Limit access to personal and sensitive information to only relevant parties.
10.
Emergency Situations Act swiftly in emergency situations and follow pre-determined protocol.
Contact family immediately for urgent matters.
Reach out to the next relevant person if neither of you are available.
11.
Holidays and Time Off Prepare and automate tasks & schedules ahead of the personal assistant's time off.
Create a list of upcoming tasks and or events during the assistant's absence and share on Teams.
Ensure the personal assistant is available for urgent matters during their time off.
Job Type:
Full-time Pay:
From $70,000.
00 per year
Benefits:
Paid time off Schedule:
8 hour shift Monday to Friday Weekends as needed Application Question(s):
This position will require an NDA and Confidentiality agreement to be signed prior to an in-person interview.
Are you willing to sign this document?
Experience:
Budgeting:
4 years (Preferred) Organization:
4 years (Preferred) Ability to Commute:
Boca Raton, FL (Required) Ability to Relocate:
Boca Raton, FL:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
The ideal candidate for this position will be discrete, detail oriented, and organized to meet the needs of the household.
1.
Admin and Personal Time Management Receive and organize tasks from family on a daily basis.
Manage appointments, reservations, and errands for personal and business needs.
Maintain an ongoing list of tasks and priorities for both individuals.
Create and update spreadsheets, lists, and documents to provide easy access to data.
Coordinate with your preferred communication methods (Microsoft Teams for Bridgette, phone calls for family).
2.
Bookkeeping and Financial Management Handle monthly household bills and ensure timely payments.
Manage accounts with monthly subscriptions and reconcile financial records.
Keep the household ledger up to date and organized.
Coordinate with family's Exec.
Assistants in maintaining financial documents for taxes and annual reports.
Support with financial planning and budgeting as needed.
3.
Calendar Management Manage and organize personal and professional calendars for family & puppies.
Perform research and provide options and recommendations for child's activities.
Coordinate appointments, events, and travel arrangements to avoid conflicts.
Provide regular updates on upcoming events and scheduling changes.
4.
Event Planning and Coordination Assist in planning and coordinating events, gatherings, and occasions for both personal and extended family.
Assist with travel arrangements, reservations, and communication for events.
Handle invitations, RSVPs, and event logistics as needed.
Collaborate with extended family members on coordination efforts.
5.
Household Management Oversee household tasks and responsibilities for housekeepers and nanny.
Ensure household cleaning tasks are outlined and completed according to schedule.
Ensure each home is prepared prior to arrival (e.
g.
AV system updates, grocery shopping, house keeping, flower deliveries, etc.
) Assist with household organization and management of daily operations.
Implement a central database for passwords and manage access.
Maintain the household iPad as a central hub for information.
Maintain central data base for household vendors.
6.
Travel Planning Assist with planning & booking travel itineraries, accommodations, and transportation as required for family, extended family & puppies.
Perform research and provide options and recommendations based on preferences.
Ensure all necessary travel documentation is prepared.
Ensure Itinerary Is accurate and up to date on Microsoft Teams Travel & Events Channel Handle last-minute changes or adjustments to travel plans.
7.
Daily Problem Solving Address and resolve daily challenges and issues as they arise.
Exercise sound judgment in decision-making for routine matters.
Collaborate with family for matters requiring significant decisions.
Be resourceful and proactive in finding solutions to unexpected situations.
8.
Communication and Reporting Use Microsoft Teams for primary communication and ensure phone calls for family's preference.
Regularly update family on completed tasks and ongoing activities.
Provide daily check-ins and updates to each via preferred methods.
Maintain organized lists, spreadsheets, and documents for easy data access.
9.
Confidentiality and Privacy Maintain strict confidentiality in handling sensitive personal and business matters.
Adhere to the signed NDA and exercise discretion in all interactions.
Limit access to personal and sensitive information to only relevant parties.
10.
Emergency Situations Act swiftly in emergency situations and follow pre-determined protocol.
Contact family immediately for urgent matters.
Reach out to the next relevant person if neither of you are available.
11.
Holidays and Time Off Prepare and automate tasks & schedules ahead of the personal assistant's time off.
Create a list of upcoming tasks and or events during the assistant's absence and share on Teams.
Ensure the personal assistant is available for urgent matters during their time off.
Job Type:
Full-time Pay:
From $70,000.
00 per year
Benefits:
Paid time off Schedule:
8 hour shift Monday to Friday Weekends as needed Application Question(s):
This position will require an NDA and Confidentiality agreement to be signed prior to an in-person interview.
Are you willing to sign this document?
Experience:
Budgeting:
4 years (Preferred) Organization:
4 years (Preferred) Ability to Commute:
Boca Raton, FL (Required) Ability to Relocate:
Boca Raton, FL:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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