Personal Executive Assistant jobs in United States
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Reliant Mortgage LLC · 5 months ago

Personal Executive Assistant

Reliant Mortgage LLC is seeking a Personal Executive Assistant to provide a blend of administrative, organizational, and personal support. The role involves managing executive-level tasks such as calendar management and meeting coordination while also handling personal errands and household tasks.

BankingFinanceFinancial ServicesMortgage
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Growth Opportunities

Responsibilities

Organize and manage complex schedules, ensuring all appointments, meetings, and events are prioritized and conflicts are resolved
Prepare agendas, take detailed minutes, and follow up on action items from meetings
Plan and coordinate detailed travel itineraries, including flights, accommodations, transportation, and visas
Draft, proofread, and manage professional communication, including emails, reports, and presentations
Act as the first point of contact for internal and external stakeholders, maintaining professionalism and discretion
Maintain accurate records and organize files for quick retrieval
Assist with planning and executing business projects, ensuring deadlines are met and deliverables are high-quality
Handle sensitive business and personal information with utmost confidentiality and professionalism
Manage personal errands such as shopping, reservations, and scheduling appointments (e.g., doctor, salon)
Coordinate with vendors and service providers for maintenance, deliveries, and other home-related needs
Assist in organizing personal and professional events, including logistics and invitations
Handle personal expense tracking and manage reimbursements or petty cash as needed
Provide support with unique personal tasks, such as gift purchasing, family arrangements, or pet care
Handle LinkedIn, Facebook, & other social platforms acting as the President
Handle Tenants, Maintenance Request and Negotiating with Handymen for Projects
Participate in Meetings & take notes to ensure tasks are completed
Act as a gatekeeper, managing incoming requests and prioritizing them effectively
Research and compile data for projects, reports, or presentations
Monitor deadlines and ensure all critical tasks are completed on time
Build strong relationships with internal teams and external partners to facilitate smooth communication

Qualification

Organizational skillsTime-management skillsWritten communicationVerbal communicationMicrosoft OfficeGoogle WorkspaceEvent planningProject managementDiscretionTech-savvyConfidentiality

Required

Proven experience as a Personal Assistant, Executive Assistant, or similar role
Exceptional organizational and time-management skills
Strong written and verbal communication skills
Ability to manage multiple tasks with competing priorities
Proficiency in [specific tools, e.g., Microsoft Office, Google Workspace, or scheduling software]
Discretion and confidentiality in handling sensitive matters

Preferred

Experience in project management and event planning
Familiarity with [specific industries, e.g., finance, real estate, healthcare]
Tech-savvy, with experience using task management tools (e.g., Asana, Trello)

Company

Reliant Mortgage LLC

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Reliant Mortgage: Veteran-Owned and Operated At Reliant Mortgage, we take pride in serving as a trusted mortgage company headquartered in New Orleans, with operations extending all in the Southeast.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase