Personal Assistant

Our client, a Senior Partner of a family-owned Investment Firm seeks an experienced Personal Assistant.

This position is located in Great Neck, NY. Our client seeks a trustworthy, highly motivated, detail oriented, and well-spoken Personal Assistant to manage and provide administrative business and personal support.

Responsibilities:

- Management of personal & business calendars.

- Handle all calls & email requests.

- Scheduling of meetings, appointments, travel, dinners etc.

- Review & process all billing working closely with accounting department.

- Manage all necessary IT needs/request for home & office.

- Perform banking (withdrawal & deposits).

- Detail expense reporting.

- Work with tax department for 1099’s yearly filings.

- Handle annual tax grievances for all properties.

- Process donation requests.

- Process family medical insurance claims.

- Review all incoming/outgoing mail and expediate accordingly.

- Maintain & update all documents & files.

- Keep record of timesheets & weekly payroll for domestic help.

- Keep record & maintain up to date inspection, registration, insurance, and maintenance for all vehicles.

- Liaison for caretakers / groundskeepers for residences.

- Liaison for contractors for projects keeping up with timelines.

- Set up home repair & service appointments.

- Track and ensure yearly tax filings for entities are paid and processed.

Requirements:

- Highest level of confidentiality, professionalism, integrity, and discretion.

Prior experience as a Personal Assistant required.

- Professional demeanor, and communication skills.

- Excellent judgment and decision-making skills.

- Strong problem analysis and problem-solving skills.

- Proficient in Microsoft Office Suite (Outlook, Word, Excel).

- Knowledge of Yardi software a plus.

Hours: 9 to 5

This position is hybrid (3 days in the office / 2 remote). During training this position will be 5 days a week in the office.

Salary $75,000 to $90,000 depending on experience.