What are the responsibilities and job description for the Personal Assistant position at Confidential?
This role is perfect for a personal assistant or office administrator looking for supplemental income. 10-15 hours per week.
Very flexible but prefer in-person on Mondays or Wednesdays for a four-hour shift, 1pm-5pm.
During this day, you’ll focus on the physical work: organizing the office, handling mail/documents, vendor coordination, and resetting the week’s priorities.
- 8–10 hours weekly, split across flexible remote work
- Appointment setting, vendor follow-ups, travel planning, personal admin tasks
- All remote timing is flexible as long as items move forward
- Manage scheduling for personal appointments (medical, home, travel, family).
- Coordinate home vendor appointments (repairs, maintenance, quotes).
- Manage insurance renewals and communication (auto, home, umbrella).
- Support travel logistics: research, reservations, confirmations, itineraries.
- Handle coordination for boats, service scheduling, and slip renewals.
- Make outbound calls regularly to resolve tasks and follow through.
- Maintain and organize the home office environment each week.
- Manage mail, packages, filing, scanning, and digital organization.
- Order supplies and help maintain a clean, efficient workspace.
- Prepare simple summaries, notes, lists, and follow-up actions.
- Meal planning, grocery shopping, dry cleaning, picking up mail.
(No accounting — just coordination, but QuickBooks knowledge a plus!)
- Collect and organize documents for tax prep or financial reporting.
- Coordinate with bookkeeper, CPA, attorney, and financial advisor.
- Track important renewals, deadlines, subscriptions, and annual items.
- Maintain confidentiality and secure document handling at all times.
- Personal life logistics run smoothly without requiring CEO follow-up
- Office is organized and efficient every week
- Vendors and appointments are handled proactively
- Documents are prepared and delivered to advisors on time
- Travel, home operations, and admin tasks are consistently ahead of schedule
- Long Beach or nearby resident (Seal Beach, Lakewood, Huntington, Los Al, Cerritos, Torrance)
- Strong background as an EA, Personal Assistant, Office Manager, or Operations Coordinator
- Highly organized, proactive, and confident making outbound calls
- Tech-comfortable (Google Workspace, scanning, simple spreadsheets)
- Excellent communicator with strong follow-through
- Respectful of privacy and able to handle sensitive information
- Reliable, mature, steady, and consistent
- 3 years of professional admin, EA, or office management experience
- Must have reliable transportation for local assistance.
- Strong organizational and planning abilities
- Ability to manage multiple tasks independently and efficiently
- High discretion and professionalism
- Experience supporting senior executives
- Experience coordinating with financial or legal professionals
- Experience with home or property management
- Light understanding of personal admin or insurance processes