Detail-Oriented & Flexible Personal Assistant

Pocketbook Agency; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Benefits

401K with match

Paid time off (PTO)

Annual bonus

Job summary

Pocketbook Agency is seeking a highly capable Personal Assistant to support a UHNW principal in the Bay Area, ensuring seamless day-to-day operations with discretion and efficiency. This role blends executive coordination with hands-on support, from managing schedules to personal shopping and travel planning.

Responsibilities include calendar management, travel logistics, event planning, wardrobe oversight, gifting, and collaboration with household staff.

Qualifications

• 7–15 years of experience as a Personal Assistant supporting UHNW or high-profile principals.
• Exceptional organizational, time management, and communication skills.
• Strong judgment, discretion, and ability to manage confidential information.
• Proactive problem-solver with ability to anticipate needs.
• Flexible and adaptable to changing schedules, with ability to travel as required.
• Tech-savvy, with proficiency in managing calendars, contacts, and online systems.
• Professional demeanor with the ability to collaborate well in a team.
• Ability to work as a member of a team.

Responsibilities

• Assist with the principal’s calendar, contacts, and scheduling.
• Support coordination, including travel logistics, flights, accommodations, reservations, and on-the-ground support.
• Handle wardrobe management, personal shopping, online orders, returns, and special requests.
• Oversee gifting, including sourcing, purchasing, and managing family gift lists.
• Assist with planning and executing personal events, dinners, and gatherings in collaboration with chefs, caterers, and staff.
• Support day-to-day needs, including errands, reservations, and logistical arrangements.
• Collaborate with household staff, estate managers, and vendors to ensure seamless operations.
• Maintain confidentiality while managing sensitive personal and professional matters.
• Accompany principal on trips and events as needed, ensuring all details are managed.

Skills

Personal Assistant

UHNW experience

Organizational skills

Discretion

Travel coordination

Calendar management

Communication skills

Tools

Calendar software

Vendor management systems

Online shopping platforms

Job description

A busy private Bay Area Peninsula-based family is seeking a highly capable and sophisticated Personal Assistant to support the principal across all personal matters, ensuring seamless day-to-day operations and anticipating needs with discretion, organization, and efficiency. This role blends high-level coordination with hands-on support, from managing schedules and travel to personal shopping and event planning. The PA acts as a trusted gatekeeper and partner, working closely with household staff and vendors to create a smooth and structured environment for the principal.

Key Responsibilities

• Assist with the principal’s calendar, contacts, and scheduling.
• Support coordination, including travel logistics, flights, accommodations, reservations, and on-the-ground support.
• Handle wardrobe management, personal shopping, online orders, returns, and special requests.
• Oversee gifting, including sourcing, purchasing, and managing family gift lists.
• Assist with planning and executing personal events, dinners, and gatherings in collaboration with chefs, caterers, and staff.
• Support day-to-day needs, including errands, reservations, and logistical arrangements.
• Collaborate with household staff, estate managers, and vendors to ensure seamless operations.
• Maintain confidentiality while managing sensitive personal and professional matters.
• Accompany principal on trips and events as needed, ensuring all details are managed.

Qualifications

• 7–15 years of experience as a Personal Assistant supporting UHNW or high-profile principals.
• Exceptional organizational, time management, and communication skills.
• Strong judgment, discretion, and ability to manage confidential information.
• Proactive problem-solver with ability to anticipate needs.
• Flexible and adaptable to changing schedules, with ability to travel as required.
• Tech-savvy, with proficiency in managing calendars, contacts, and online systems.
• Professional demeanor with the ability to collaborate well in a team.
• Ability to work as a member of a team.

*ONLY CONSIDERING BAY AREA CANDIDATES

Schedule: 5 days per week (with some weekend coverage)

Compensation: 150-200K (hourly + OT) + benefits + 401K (with match), PTO + annual bonus