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Administrative Assistant
Platinum Advisors LLC Sacramento, CA

Administrative Assistant

Platinum Advisors LLC
Sacramento, CA
  • $75,000 to $90,000 Yearly
  • Vision , Medical , Dental , Paid Time Off
  • Full-Time

Job Type

Full-time

Description

Job Summary

Reporting to the Senior Executive Assistant to the CEO, this is a multifaceted role that will involve scheduling/calendar management, budgeting, vendor management and special projects. The ideal candidate for this position needs to be highly organized, professional, proactive, and efficient at multi-tasking. Additionally, this individual will have exposure to a wide range of tasks, support functions and must be high performing.

Duties & Responsibilities - under the direction of the Senior Executive Assistant

Manage and organize various scheduling tasks including the Family Calendar, as well as the CEO's business calendar as needed/directed by the Senior Executive Assistant.

  • Assist with the coordination of personal and business events & travel
  • Manage and set medical appointments for the family
  • Recover and maintain medical records from doctors globally in a shared filing environment
  • Special projects as directed by the Senior Executive Assistant including, but not limited to, medical, travel, shopping, philanthropy, and vendor management and shipping coordination
  • Plan family travel, including but not limited to gathering visas, booking tickets, transportation, hotel and meal reservations, activities for the family, and creating a dynamic itinerary for each trip
  • Maintain a dynamic database across multiple platforms of all work done related to the Family for future reference
  • Liaise with acquaintances, vendors, doctors, and staff to meet the family and household needs
  • Maintain a vendor list for each property as needed
  • Work collaboratively with the Senior EA & Principal's Partner:
    • Manage reminders for payments to vendors and track expenses for the Sonoma County residence
    • Manage reminders for payments to vendors and track expenses for the Sonoma County residence
    • Manage payments and file insurance claims when needed
    • Manage maintenance schedules and warranties for household items and family assets
    • Run regular errands, including but not limited to shopping, chauffeuring, pick up/drop off items for the house or family
    • Develop a system to manage the family's needs and that could scale across multiple residences over time
  • Oversee inbound and outbound packages and returns including international shipments of items.
  • Responsible for tracking and transport of art and collectibles (internationally)
  • Practice an extreme level of confidentiality and prioritize the needs of the family above all
  • Provide weekly updates on all tasks/projects
  • Act as a liaison to sister companies and manage communications as required
  • Attend to personal errands as needed
  • Other duties as needed and directed by the Senior Executive Assistant and/or Management.


Requirements

Skills
  • Excellent verbal and written communication skills
  • Excellent interpersonal and customer service skills
  • Excellent organizational skills and attention to detail
  • Excellent time management skills with a proven ability to meet deadlines
  • Strong problem-solving skills
  • The ability to speak Spanish is a plus but not required

Additional comments regarding the nature, scope or purpose of this position:
  • The responsibilities of this position require the ability to balance widely diverse aspects of several departments
  • All employees are expected to assist in cross-department duties as needed.

Education and Experience:
  • Minimum of 3-5 years of previous experience as a personal assistant
  • Registered notary and/or must obtain notary license within 90 days of employment

Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer
  • Must be able to lift to 25 pounds at times

Compensation and Benefits:
  • Compensation will range from $75,000 - $90,000 annually depending on experience.
  • Fully paid medical, dental and vision for employee and dependents
  • Vacation, Sick and Holiday Pay


Salary Description

$75,000.00 - $90,000.00 DOE

Address

Platinum Advisors LLC

1215 K St

Sacramento, CA
95814 USA

Industry

Business

Posted date

April 22, 2024

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Platinum Advisors LLC job posting for a Administrative Assistant in Sacramento, CA with a salary of $75,000 to $90,000 Yearly with a map of Sacramento location.