What are the responsibilities and job description for the Executive/Personal Assistant to the CEO position at Royal Pacific Funding?
About Royal Pacific Funding dba BluePoint Mortgage:
We are a rapidly growing wholesale mortgage loan lender based in Newport Beach, CA, serving independent mortgage brokers, loan officers, and loan originators. We offer a range of innovative mortgage solutions including zero down FHA home loans and loans tailored to self-employed borrowers.
Salary:
$25-35/hr
Dependent on Experience
Job Description:
We are looking for a highly organized and efficient Executive/Personal Assistant to the CEO to provide administrative support and help optimize our executives’ time. The ideal candidate will be proactive, detail-oriented, and able to manage multiple tasks simultaneously. Some accounting experience is a preferred.
Responsibilities:
• Manage and maintain the CEO's personal and professional calendar, scheduling meetings and appointments.
• Prepare, review, and respond to correspondence, presentations, and reports.
• Coordinate travel arrangements and accommodations.
• Act as a liaison between the CEO and internal departments.
• Assist with special projects as directed.
• Assist with CEO’s personal family errands, commitments, and appointments.
• Drive for personal errands and occasional family-related appointments; valid driver’s license required
• Maintain personal financial records in QuickBooks.
• Prepare monthly personal financial statements.
• Prepare checks from various accounts, both personal and organizational.
• Manage and maintain payments for specific projects and initiatives
• Coordinate transportation and attend medical appointments.
• Handle miscellaneous personal errands and tasks.
Qualifications:
• Familiarity with Microsoft programs such as Outlook and Excel.
• Excellent written and verbal communication skills.
• Ability to multitask and prioritize tasks effectively.
• Discretion and confidentiality are essential.
• Some Accounting experience or familiarity with financial recordkeeping is required.
• Valid driver’s license and ability to drive for errands and family-related appointments.
Salary : $25 - $35