Personal Assistant to UHNW CEO

Pocketbook Agency; San Francisco (CA); Presencial; USD 180.000 - 220.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits

Equity

Descripción de la vacante

Pocketbook Agency in San Francisco is seeking an experienced Personal Assistant to manage the family’s personal affairs, household operations, and day-to-day logistics.

The role requires exceptional organization, proactive approach, and discretion, with the ability to build systems, coordinate travel, and support across personal administration in a fast-paced environment.

Formación

• 8–10 years of experience in an Executive Personal Assistant or similar role.
• Experience independently managing household operations and building systems from the ground up.
• Strong organizational, project management, and communication skills with attention to detail.

Responsabilidades

• Manage personal calendars, appointments, tasks, and day-to-day family logistics.
• Build and maintain household systems, records, and expense tracking.
• Source, negotiate with, and oversee vendors and service providers.
• Coordinate household projects, maintenance, moves, and travel itineraries.
• Manage personal shopping, errands, bills, insurance, and paperwork.
• Coordinate family visits, gatherings, and special occasions.

Conocimientos

Executive PA experience

Household operations

Organizational skills

Vendor management

Travel coordination

Communication skills

Bachelor's degree

Educación

Bachelor's degree

Herramientas

Google Workspace

Apple devices

WhatsApp

Task management tools

AI tools

Descripción del empleo

A private family in San Francisco is seeking an experienced Personal Assistant to manage the family's personal affairs, household operations, and day-to-day logistics. This role requires an individual who is highly organized, proactive, resourceful, and discreet, with the ability to work independently, anticipate needs, and bring structure to a fast-paced environment.

The ideal candidate is comfortable building systems from the ground up, managing competing priorities, and providing hands-on support across household management, travel, and personal administration.

Key Responsibilities

• Manage personal calendars, appointments, tasks, and day-to-day family logistics
• Build and maintain household systems, records, documents, and expense tracking
• Source, negotiate with, and oversee vendors and service providers
• Coordinate household projects, maintenance, deliveries, technology, and an upcoming residential move
• Plan and coordinate domestic and international travel, including itineraries, reservations, activities, and packing
• Manage personal shopping, errands, returns, bills, insurance, subscriptions, and paperwork
• Coordinate family visits, gatherings, and special occasions
• Liaise with existing household support to ensure seamless communication and follow-through
• Track deadlines, renewals, expenses, and ongoing household needs
• Gradually support coordination with financial, legal, tax, and other professional advisors
• Anticipate needs, solve problems, and provide flexible, hands-on support as priorities evolve

Key Qualifications

• 8–10 years of experience as an Executive Personal Assistant, Personal Assistant, or similar role
• Experience independently managing household operations and building systems from the ground up
• Exceptional organizational, project management, and communication skills with strong attention to detail
• Ability to manage competing priorities, work with minimal direction, and exercise sound judgment
• Strong vendor management and negotiation skills, ideally with an established network of Bay Area contacts
• Experience coordinating domestic and international travel and creating thoughtful, well-organized itineraries
• Warm, resourceful, and adaptable, with a hands-on approach to both high-level projects and everyday tasks
• Proficiency with Google Workspace, Apple, task management tools, WhatsApp, and modern AI tools
• Bachelor's degree required

Schedule: Full-time, M-F with flexibility and occasional evening and weekend availability. Some family travel required.

Compensation: $180,000–$220,000k + benefits and equity

Pocketbook Agency is acting solely as a recruiting and placement firm for this position and is not the employer of record for this role unless otherwise explicitly stated. All hiring decisions, compensation, benefits, and employment terms are determined by the client employer. By applying, you acknowledge that submission of an application does not guarantee placement or employment.

Pocketbook Agency is an equal opportunity recruiting firm and does not discriminate in its recruiting, screening, or placement practices based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.