What are the responsibilities and job description for the Executive & Personal Assistant to the Owner/CEO position at Caring Transitions?
Location: Ellicott City, MD (On-site / Field Hybrid)
Position Type: Part Time to Full-time
The Big Picture
We are a fast-growing local franchise specializing in senior relocation, downsizing, and estate sales. As our business scales, the Owner requires a highly organized, trusted, and proactive right-hand partner to handle day-to-day administrative logistics.
This role is a unique hybrid: 80% of your focus will be dedicated to business infrastructure, team operations, and client coordination. The remaining 20% will involve managing personal scheduling, travel, and lifestyle logistics for the owner. If you excel in high-trust, fast-paced environments where no two days are alike, we want to hear from you.
Your Day-to-Day Impact
Business Operations & Administration (80%):
Position Type: Part Time to Full-time
The Big Picture
We are a fast-growing local franchise specializing in senior relocation, downsizing, and estate sales. As our business scales, the Owner requires a highly organized, trusted, and proactive right-hand partner to handle day-to-day administrative logistics.
This role is a unique hybrid: 80% of your focus will be dedicated to business infrastructure, team operations, and client coordination. The remaining 20% will involve managing personal scheduling, travel, and lifestyle logistics for the owner. If you excel in high-trust, fast-paced environments where no two days are alike, we want to hear from you.
Your Day-to-Day Impact
Business Operations & Administration (80%):
- Team & Office Coordination: Support our fast-growing team of 6 field employees by coordinating training spaces, managing team schedules, and archiving internal documentation. [1]
- Financial & Payroll Admin: Assist with bookkeeping by organizing receipts for our CPA, scanning invoices, and verifying automated vendor billing in QuickBooks and Gusto
- Vendor & Client Liaison: Act as the primary gatekeeper for office operations, managing relationships with commercial property managers, insurance contacts, and local real estate partners.
- Compliance & Logistics Support: Assist with routine corporate governance tasks, state business filings, and tracking required business credentials or certificates
- Special Business Projects: Coordinate logistics for regional team training, staff appreciation dinners, and preparation for national brand conferences. [1]
- Calendar & Travel Management: Manage the owner's integrated personal and professional calendars, booking domestic travel, hotel stays, and dining arrangements
- Errands & Household Coordination: Run occasional local errands or coordinate routine service providers (landscaping, maintenance) for the owner's personal properties
- Asset Coordination: Assist in tracking personal hobbies, collections, or vehicle maintenance records as needed
- Experience: 3 years of experience as an Executive Assistant, Personal Assistant, Office Manager, or high-end customer service role
- Tech Savvy: High proficiency in Google Workspace, Apple ecosystem platforms, and general office productivity tools. Experience with basic business accounting software is a major plus
- Locational Flexibility: Must be based near Ellicott City/Columbia, MD with a valid driver’s license and a reliable vehicle for light local travel
- Discretion & Trust: Impeccable integrity is required to safely handle sensitive corporate data and private family scheduling
- Growth Mindset: Strong problem-solving skills with the ability to build structure in a rapidly scaling business environment