Executive & Personal Assistant

Executive & Personal Assistant

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Overview

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We are seeking a proactive, detail-oriented Executive & Personal Assistant to provide administrative, financial, and logistical support to the CEO and company operations. This is an ideal role for someone who thrives on variety — you’ll gain hands-on experience in financial management, executive support, and personal coordination, all within a fast-paced entrepreneurial environment.

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This in-person role is based in Bronxville, NY and requires regular onsite presence to support both business and personal needs.

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Key Responsibilities

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Financial Management & Bookkeeping

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• Process vendor payments (e.g., Wise.com, Schwab), reconcile credit cards, and manage invoices.
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• Review LLC statements/tax filings; ensure health insurance compliance; assist with 401K and retirement accounts.
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• Optimize personal and business credit card points/limits and maintain accurate expense tracking.
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Executive & Administrative Support

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• Manage multi-account email inboxes and scheduling.
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• Oversee shipments, inventory, domains, and permits.
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• Coordinate meetings, appointments, and recurring administrative needs.
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• Conduct research and purchasing for business and personal requests.
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Personal Finance & Real Estate

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• Review property and rental statements; collect/deposit rent checks.
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• Handle work orders, appliance purchases, leases, and insurance updates.
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• Maintain income/expense spreadsheets and real estate records.
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Health, Travel & Logistics

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• Schedule medical check-ups and ensure insurance compliance.
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• Book domestic/international travel using points (e.g., Point.me, Chase/Capital One).
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• Manage passports, roaming plans, and reservations.
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Procurement & Tech Support

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• Source and order supplies/food (e.g., Costco, FreshDirect).
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• Provide basic troubleshooting; open vendor tickets (e.g., Azure, HireSelect).
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Qualifications

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• Bachelor’s degree in Business, Finance, or related field (preferred) or equivalent experience.
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• 3+ years in administrative roles (executive support ideal).
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• 1+ years in bookkeeping or finance.
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Skills & Experiences

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Core: Strong organization, time management, discretion, problem-solving, and communication.

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Financial: Proficiency in accounting principles; QuickBooks, Excel, and online banking tools.

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Administrative: Document management, vendor coordination, logistics, and scheduling.

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Technical: Basic troubleshooting, Google Workspace, and fraud detection.

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Travel/Procurement: Familiarity with booking platforms (e.g., Kayak, Point.me) and online sourcing.

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Hours

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Monday–Friday, 9:00 AM–5:00 PM (onsite).

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Salary Range

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$65,000 – $75,000, commensurate with experience.

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Why Join Us?

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As part of a small, entrepreneurial company, you’ll directly impact both business operations and personal initiatives. You’ll support a visionary team with 25 years of industry leadership, gaining rare cross-functional experience across finance, administration, and real estate.

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We offer:

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• Competitive salary
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• Health & dental insurance
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• 401K + profit-sharing
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• Free Lunch
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