Part Time Personal Executive Assistant Needed in Brentwood for Philanthropic Semi Retired Couple

Our wonderful clients are seeking a versatile and highly organized personal assistant to perform administrative duties in their home office located on the Westside of Los Angeles. This is a fantastic opportunity as their last assistant was with them for four years, leaving only to move to New York to be closer to family. We are looking for a bright, thoughtful, organized, intelligent, and well-educated individual who can work part-time to help make their lives easier. While they are flexible, they would prefer three full days a week of work.

**Responsibilities:**
– Maintain and update calendars.
– Manage payroll for staff members.
– Type, format, and edit reports, documents, and presentations.
– Enter data and maintain databases.
– Oversee bill management.
– Track Individual Retirement Accounts (IRAs), pension plans, and Social Security benefits.
– Manage bank accounts and pay bills using Quicken.
– Assist with tax preparation by collaborating with CPAs and various financial advisors to track and maintain K-1 forms, a list of both domestic and foreign assets, pay capital calls, and monitor distributions.
-Maintain subscription docs for investments
– Keep a record of charitable donations and gifts.
– Track and pay all taxes for multiple LLCs.
– Maintain an art database using FileMaker Pro, including details on sold items, purchase dates, loans, and locations.
– Manage property tax payments.
– Possess accounting experience.
– Assist with estate planning.
– Answer phone calls and emails promptly.
– Make travel arrangements.
-Password management using bitwarden
– Support the management of multiple residences.
– Coordinate estate management tasks with contractors, architects, gardeners, pest control professionals, plumbers, electricians, etc.
– Organize filing using the Dropbox filing system.
– Copy, scan, and fax documents, and take notes during meetings.
– Order office supplies and manage mail and courier services.
– Run errands as requested.

**Requirements:**
– A college degree is preferred along with one to two years of experience as a personal assistant
– Advanced experience in creating documents and spreadsheets using office software, including Word, Excel, and PowerPoint
– Familiarity with Paychex, FileMaker Pro, Bitwarden, and Google Suite
– Tech-savvy and comfortable learning new programs to improve efficiency

The hourly rate is dependent on experience. This is a special client, and we are looking for the right match!