Executive Personal Assistant
Part-Time
About this Role
We are seeking a highly organized, dependable, and proactive Personal Assistant to support the owner of a growing accounting and consulting business. This is a unique opportunity for someone who enjoys serving behind the scenes by creating organization, solving problems, and helping another person succeed both professionally and personally.
The ideal candidate enjoys taking ownership of the details that keep life and business running smoothly. By managing everyday administrative responsibilities, coordinating schedules, organizing projects, and handling follow-up tasks, you will create the time and capacity needed for the business owner to focus on serving clients, growing the business, investing in family, and participating in church and community activities.
This is not simply an administrative position—it is an opportunity to become a trusted partner who makes a meaningful difference every day.
Primary Responsibilities
Administrative Support
- Manage calendars, appointments, and scheduling.
- Organize email communications and prioritize action items.
- Draft correspondence, documents, and meeting notes.
- Maintain organized digital and paper filing systems.
- Coordinate travel arrangements and itineraries.
- Prepare reports, spreadsheets, and presentations as needed.
Business Operations Support
- Assist with day-to-day administrative functions for a growing accounting firm.
- Maintain CRM systems such as GoHighLevel and Canopy Tax.
- Update client records, workflows, and task management.
- Monitor client follow-up activities and ensure deadlines are met.
- Assist with onboarding, document requests, and administrative processes.
- Coordinate with vendors, clients, and service providers.
Personal Assistance
- Coordinate personal appointments and family schedules.
- Run local errands and assist with personal projects.
- Research products, vendors, events, and service providers.
- Help organize household and personal administrative tasks.
- Assist with event planning and community commitments.
Project Coordination
- Track projects from start to completion.
- Follow up on outstanding action items.
- Maintain organized project timelines.
- Anticipate upcoming needs and prepare accordingly.
Qualifications
- Minimum of 3 years of administrative, executive assistant, office management, or personal assistant experience.
- Exceptional organizational and time management skills.
- Strong written and verbal communication skills.
- High attention to detail with excellent follow-through.
- Ability to prioritize multiple responsibilities independently.
- Professional, positive, and service-oriented attitude.
- Strong proficiency with Microsoft Office 365 (Outlook, Word, Excel, Teams).
- Experience with CRM software preferred (GoHighLevel, Canopy Tax, or similar).
- Valid driver's license and reliable transportation.
Desired Characteristics
The ideal candidate is someone who:
- Loves creating organization and efficiency.
- Anticipates needs before being asked.
- Enjoys helping others succeed.
- Is dependable, trustworthy, and discreet.
- Takes initiative and follows through.
- Maintains a calm, positive attitude under changing priorities.
- Is resourceful and enjoys solving problems.
- Values professionalism, integrity, and confidentiality.
Success in This Role
Success in this role means creating more time, organization, and peace of mind for a busy business owner. By taking ownership of daily administrative and personal tasks, the Personal Assistant enables the employer to focus on serving clients, growing the business, and investing in family, faith, and community.
The successful candidate is proactive, dependable, and organized. They anticipate needs, follow through on commitments, and ensure that schedules, projects, errands, and communications are managed efficiently and accurately. They also assist with maintaining CRM systems, including GoHighLevel and Canopy Tax, by updating client information, managing tasks and workflows, and helping ensure timely client follow-up.
The right person measures success by making each day more productive, less stressful, and allowing the employer to focus on the highest-value priorities.
Physical Requirements
- Ability to sit, stand, and walk for extended periods.
- Ability to lift and carry up to 25 pounds occasionally.
- Ability to travel locally for errands, appointments, and meetings.
Confidentiality
This position requires access to confidential business and personal information. The successful candidate must exercise the highest level of professionalism, integrity, discretion, and confidentiality in all matters.
Why Join Us?
This position offers flexibility, variety, and the opportunity to become an indispensable part of a growing business. If you enjoy bringing order to busy environments, solving problems, serving others, and making a meaningful impact behind the scenes, we would love to meet you.
Job Type: Part-time
Pay: From $18.50 per hour
Application Question(s):
- What about this position do you feel is a good fit for you personally? Please provide how a part-time position fits your work-life today and in the future.
- Are you comfortable providing dedicated personal support to the CEO—such as running errands, managing personal appointments, and handling household tasks—with the utmost discretion and reliability? If so, describe how you view these types of tasks.
Work Location: In person
