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Personal Assistant

The Insurance Store

Personal Assistant

Temecula, CA
Paid
  • Responsibilities

    WHO ARE WE LOOKING FOR? We are looking for an experienced individual who is a superstar- passionate about achievement and draws energy from working hard and doing a spectacular job. Working for us, you will bring your dynamic personality, organizing prowess, service orientation, highly motivated drive, ability to get things done, confidentiality, discretion, maturity, and desire for excellence in all that you accomplish.  You will manage our lives and administrative needs from beginning to end. You will relish the opportunity to take on greater responsibilities and will be eager to demonstrate your ability to push us closer to achieving our goals. You will be deeply committed to our success, as well as growing your own skills. We are looking for someone seasoned and with great experience with executive and personal assisting. We need a good "researcher" to figure things out, the ability to negotiate with vendors, and a proven track record of managing money and the business details of others. We are excited to have you join in our success. Compensation: • Salary Range: $40,000 - $50,000 • Health Benefits • Paid Time Off • Growth Opportunity • Remote work Responsibilities: WHAT WILL YOU DO? • Handle every detail of a couple's personal and professional lives as needed. • Manage all aspects of the couple's household including the children’s schedules • Create an environment where the couple has no worries or responsibilities to deal with. "It's Handled" is how they experience much of life in partnership with this assistant. REGULAR WORK ACTIVITIES: • Managing the household, including coordination of vendors and contractors, managing maintenance, collecting quotes • Managing the cleaning staff & keeping it "company ready" at all times • Organizing personal email correspondence • Making calls & facilitating whatever is needed • Facilitate & manage all event planning logistics, including invitations, cleanup, etc. • Opening mail, organizing/filing papers, paying bills • Working with professional vendors: attorneys, financial planners, bankers, CPAs, etc. • Preparing tax info • Personal bookkeeping and assisting with financial transactions. • Many to-dos, management of scheduling, processes, and household needs • Travel coordination, planning trips, researching destinations • Calendar management and scheduling appointments • Any details or assistance needed in any of their businesses Qualifications: • Strong written and verbal communication skills • Values Confidentiality of clients • Results-oriented and has the ability to take charge when needed • Learning based • Ambitious with proven ability to succeed • Ability to think on your feet • Willingness to do whatever it takes • Ability to negotiate and reason with people • Organizational skills • Knowledge of QuickBooks, bookkeeping, document tax prep • Working with limited direction or supervision • Reliability, dependability & honesty. • Confidentiality and discretion • Resourceful  • Expeditious work and sense-of-urgency • Prioritization • Excellent follow-through Compensation: $40,000 - $50,000

    • WHAT WILL YOU DO? • Handle every detail of a couple's personal and professional lives as needed. • Manage all aspects of the couple's household including the children’s schedules • Create an environment where the couple has no worries or responsibilities to deal with. "It's Handled" is how they experience much of life in partnership with this assistant.Regular Work Activities: • Managing the household, including coordination of vendors and contractors, managing maintenance, collecting quotes • Managing the cleaning staff & keeping it "company ready" at all times • Organizing personal email correspondence • Making calls & facilitating whatever is needed • Facilitate & manage all event planning logistics, including invitations, cleanup, etc. • Opening mail, organizing/filing papers, paying bills • Working with professional vendors: attorneys, financial planners, bankers, CPAs, etc. • Preparing tax info • Personal bookkeeping and assisting with financial transactions. • Many to-dos, management of scheduling, processes, and household needs • Travel coordination, planning trips, researching destinations • Calendar management and scheduling appointments • Any details or assistance needed in any of their businesses