Executive Personal Assistant

Roof and Realm
Walnut Creek, CA, US
Posted May 23, 2026

ROLE DESCRIPTION

Personal Assistant \& Executive Administrator

— Business Operations — Personal Affairs\- Private Matters

MUST HAVE LINKEDIN PROFILE AVAILABLE AND BE ABLE TO SHARE SOCIAL PROFILE AND RECORDS

Reports to

Principal / Executive directly

Location

On\-site (in\-person presence required for personal duties)

Employment type

Full\-time, exempt

Hours

Standard business hours with flexibility for early mornings, evenings, and occasional weekends as needed

Travel

Occasional, domestic may have some international (estimated 5–15%)

Role Summary

The Personal Assistant \& Executive Administrator is a trusted, discreet, and highly organized professional who serves as the right hand to the principal across both professional and personal domains. The role combines traditional executive administration—calendar management, communications, travel, meeting coordination, and project tracking—with personal assistant responsibilities that support the principal’s household, family logistics, and lifestyle.

This is a high\-trust position requiring exceptional judgment, anticipatory thinking, and the ability to operate seamlessly across business and personal contexts. The ideal candidate is proactive rather than reactive, treats confidentiality as foundational, and takes ownership of outcomes rather than tasks.

Core ResponsibilitiesExecutive \& Administrative Support

* Calendar \& scheduling: Own the principal’s calendar end\-to\-end. Prioritize, schedule, reschedule, and protect time. Resolve conflicts before they reach the principal.

* Inbox \& communications: Triage email, draft correspondence, respond on the principal’s behalf where appropriate, and surface what truly requires their attention.

* Meeting management: Prepare agendas, briefing materials, and pre\-reads. Take minutes, track action items, and follow up to closure.

* Travel coordination: Plan and book complex domestic and international travel including flights, ground transportation, accommodations, visas, and detailed itineraries with contingency options.

* Document preparation: Draft, format, and proofread memos, reports, presentations, and contracts. Maintain document templates and version control.

* Expense \& reimbursement: Manage corporate cards, reconcile expenses, prepare reports, and ensure timely submission and reimbursement.

Business Operations Support

* Project tracking: Maintain a master view of the principal’s active projects, deadlines, and commitments. Flag risks early.

* Vendor \& stakeholder coordination: Serve as primary point of contact for vendors, service providers, advisors, and internal stakeholders.

* Light contract administration: Track agreements, renewals, and key dates. Coordinate with legal counsel and route documents for review and signature.

* Records \& filing: Maintain organized digital and physical filing systems. Ensure records retention practices are followed.

* Process improvement: Identify inefficiencies in workflows and propose or implement improvements.

Personal Assistant Duties

* Household coordination: Liaise with household staff, contractors, and service providers. Coordinate maintenance, deliveries, and home projects.

* Personal errands \& logistics: Manage shopping, gifts, returns, dry cleaning, prescriptions, and similar errands.

* Family scheduling: Coordinate family appointments, school\-related logistics, and social engagements as directed.

* Event planning: Plan and execute personal events ranging from small dinners to larger gatherings—venue, catering, invitations, and on\-day coordination.

* Reservations \& bookings: Restaurants, personal travel, tickets, appointments, and memberships.

* Gift management: Maintain gift lists, source thoughtful gifts, and handle wrapping and delivery for birthdays, holidays, and business occasions.

Confidentiality \& Discretion

  • Handle highly sensitive personal, financial, and business information with absolute discretion.
  • Sign and uphold non\-disclosure obligations.
  • Exercise sound judgment on what information to share, with whom, and when.
  • Required Qualifications

    * Experience: 5\+ years supporting a senior executive, founder, principal, or high\-net\-worth individual in a combined EA/PA capacity.

    * Education: Bachelor’s degree preferred; equivalent professional experience considered.

    * Technical: Advanced proficiency in calendar and email platforms (Google Workspace and/or Microsoft 365\), document tools (Word, Excel, PowerPoint, PDF editors), and collaboration tools (Slack, Notion, Asana, or similar).

    * Communication: Excellent written and verbal communication; able to draft polished correspondence in the principal’s voice.

    * Organization: Demonstrated ability to manage many parallel workstreams without dropping details.

    * Logistics: Track record of planning complex travel and events under shifting conditions.

    * Mobility: Valid driver’s license and reliable transportation; valid passport with willingness to travel.

    * Background: Willing to complete background, credit, and reference checks.

    Preferred Qualifications

  • Prior experience in a family office, private household, or executive office of a founder/CEO.
  • Familiarity with basic bookkeeping, expense systems, or business operations tools.
  • Exposure to contract administration, NDAs, or vendor agreements.
  • Second language.
  • Notary public certification.
  • Key Competencies

    Competency

    What it looks like in this role

    Anticipation

    Sees what the principal will need next and prepares for it before being asked.

    Judgment

    Knows when to act independently, when to escalate, and when to push back.

    Discretion

    Treats every piece of information as confidential by default.

    Composure

    Stays steady under pressure, last\-minute changes, and competing demands.

    Ownership

    Owns outcomes, not just tasks. Closes loops without prompting.

    Resourcefulness

    Finds a path when the obvious one is blocked; builds a network of go\-to vendors and contacts.

    Attention to detail

    Catches the typo, the time\-zone error, the missing visa page.

    Service orientation

    Genuinely enjoys making other people’s lives run more smoothly.

    Success Metrics (First 12 Months)

  • Calendar conflicts and double\-bookings reduced to near zero.
  • Principal’s inbox triaged daily; no critical message goes unanswered beyond agreed SLAs.
  • Travel itineraries delivered at least 48 hours before departure with complete documentation.
  • Expense reports submitted within 5 business days of incurrence.
  • Established trusted relationships with key vendors, service providers, and stakeholders.
  • Documented operating procedures for recurring tasks and workflows.
  • Principal reports measurable time recovered and reduced cognitive load.
  • Compensation \& Benefits

    Compensation is competitive and commensurate with experience, structured to reflect the hybrid and high\-trust nature of the role. The package typically includes:

  • Base salary
  • Performance bonus
  • Health, dental, and vision insurance
  • Retirement contribution
  • Paid time off and holidays
  • Mobile phone and technology allowance
  • Mileage or transportation reimbursement
  • Professional development budget
  • How to Apply

    Submit a resume and a brief cover note describing (1\) your most complex executive or personal support project and how you delivered it, and (2\) what attracts you to a hybrid EA/PA role. References will be requested at the offer stage.

    Pay: From $35\.00 per hour

    Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance

Work Location: In person

Job Details

Job Type

admin_data_entry

How to Apply

This job has specific application instructions. Please read the full job description carefully.

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Original job posting from: Indeed_linkedin

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