{"schemaVersion":"jobsearcher.job.v1","id":"023290b3292fa22aea21387f","url":"https://jobsearcher.com/jobs/023290b3292fa22aea21387f","canonicalUrl":"https://jobsearcher.com/jobs/023290b3292fa22aea21387f","title":"Executive Personal Assistant","description":"Personal Executive Assistant & Financial Manager\r\nPosition Overview\r\nWe are seeking an experienced, highly organized, and trustworthy Personal Executive Assistant & Financial Manager to provide comprehensive support in both personal and business matters. This role requires a professional who can manage sensitive financial information, oversee personal and business administrative functions, maintain accurate financial records, and serve as a trusted representative on behalf of the principal.\r\nThe ideal candidate will possess strong accounting and financial management experience, exceptional organizational skills, advanced Excel proficiency, and the ability to handle confidential matters with discretion and professionalism.\r\nKey ResponsibilitiesFinancial Management & Accounting\r\nManage personal and business financial accounts with accuracy and confidentiality.\r\nMaintain detailed financial records, reconciliations, and reporting.\r\nCreate and manage complex Excel spreadsheets for budgeting, cash flow tracking, expense analysis, and financial planning.\r\nAssist with tax preparation by organizing records, coordinating with accountants, and maintaining documentation.\r\nMonitor account balances, payment schedules, due dates, and financial obligations.\r\nProcess payments, manage invoices, coordinate check deposits, and track outstanding balances.\r\nEnsure bills, taxes, and other obligations are paid on time to avoid penalties or late fees.\r\nMaintain organized financial documentation and records for audit and compliance purposes.\r\nUtilize accounting software such as QuickBooks or similar platforms.\r\nExecutive & Personal Assistance\r\nManage complex calendars using Microsoft Outlook and Google Workspace.\r\nSchedule appointments, meetings, and events while coordinating conflicting priorities.\r\nArrange domestic and international travel, including flights, accommodations, transportation, and itineraries.\r\nDraft, proofread, and manage correspondence on behalf of the principal.\r\nServe as a liaison with vendors, financial institutions, service providers, attorneys, accountants, and other professional contacts.\r\nHandle confidential information with the highest level of discretion.\r\nMaintain task lists, deadlines, reminders, and follow-up systems to ensure nothing falls through the cracks.\r\nRun personal and business errands as needed.\r\nCoordinate projects and ensure timely completion of assignments.\r\nAdministrative & Office Management\r\nManage filing systems, records, and document organization.\r\nPerform data entry and maintain accurate databases.\r\nHandle phone calls, screen inquiries, and manage communications professionally.\r\nCoordinate meetings, events, and special projects.\r\nAssist with document preparation, electronic signatures, and contract management using tools such as DocuSign.\r\nQualifications\r\nMinimum 3-5 years of experience as a Personal Assistant, Executive Assistant, Financial Administrator, Bookkeeper, or similar role.\r\nStrong background in accounting, bookkeeping, financial management, or related fields.\r\nAdvanced proficiency in Microsoft Excel, including formulas, financial tracking, reporting, and spreadsheet development.\r\nProficiency in Microsoft Office Suite and Google Workspace.\r\nExperience with QuickBooks or similar accounting software.\r\nExcellent organizational and time-management skills.\r\nExceptional attention to detail and accuracy.\r\nStrong written and verbal communication skills.\r\nAbility to maintain strict confidentiality and exercise sound judgment.\r\nSelf-motivated, proactive, and capable of working independently.\r\nReliable transportation and willingness to assist with personal errands when required.\r\nPreferred Qualifications\r\nAccounting, Finance, Business Administration, or related educational background.\r\nExperience managing personal finances, tax documentation, and financial reporting.\r\nFamiliarity with banking procedures, payment processing, and account management.\r\nExperience supporting high-net-worth individuals, business owners, executives, or entrepreneurs.\r\nWhat We're Looking For\r\nThis role is ideal for someone who enjoys taking ownership, solving problems, staying organized, and helping a busy executive stay focused on high-priority objectives. The successful candidate will be a trusted partner who can seamlessly manage both financial and administrative responsibilities with professionalism, accuracy, and discretion.\r\nPay: From $21.00 per hour\r\nWork Location: Hybrid remote in Mars, PA 16046\r\nJ-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Mars","state":"PA","isRemote":false,"isActive":false,"createdAt":"2026-08-06T00:45:26.833Z","occupations":[{"code":"43-3031.00","title":"Bookkeeping, Accounting, and Auditing Clerks","slug":"bookkeeping-accounting-and-auditing-clerks"},{"code":"43-6011.00","title":"Executive Secretaries and Executive Administrative Assistants","slug":"executive-secretaries-and-executive-administrative-assistants"},{"code":"13-2011.00","title":"Accountants and Auditors","slug":"accountants-and-auditors"}],"industries":[{"code":"814110","title":"Private Households","slug":"private-households"},{"code":"561320","title":"Temporary Help Services","slug":"temporary-help-services"},{"code":"541219","title":"Other Accounting Services","slug":"other-accounting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Executive Personal Assistant","description":"Personal Executive Assistant & Financial Manager\r\nPosition Overview\r\nWe are seeking an experienced, highly organized, and trustworthy Personal Executive Assistant & Financial Manager to provide comprehensive support in both personal and business matters. This role requires a professional who can manage sensitive financial information, oversee personal and business administrative functions, maintain accurate financial records, and serve as a trusted representative on behalf of the principal.\r\nThe ideal candidate will possess strong accounting and financial management experience, exceptional organizational skills, advanced Excel proficiency, and the ability to handle confidential matters with discretion and professionalism.\r\nKey ResponsibilitiesFinancial Management & Accounting\r\nManage personal and business financial accounts with accuracy and confidentiality.\r\nMaintain detailed financial records, reconciliations, and reporting.\r\nCreate and manage complex Excel spreadsheets for budgeting, cash flow tracking, expense analysis, and financial planning.\r\nAssist with tax preparation by organizing records, coordinating with accountants, and maintaining documentation.\r\nMonitor account balances, payment schedules, due dates, and financial obligations.\r\nProcess payments, manage invoices, coordinate check deposits, and track outstanding balances.\r\nEnsure bills, taxes, and other obligations are paid on time to avoid penalties or late fees.\r\nMaintain organized financial documentation and records for audit and compliance purposes.\r\nUtilize accounting software such as QuickBooks or similar platforms.\r\nExecutive & Personal Assistance\r\nManage complex calendars using Microsoft Outlook and Google Workspace.\r\nSchedule appointments, meetings, and events while coordinating conflicting priorities.\r\nArrange domestic and international travel, including flights, accommodations, transportation, and itineraries.\r\nDraft, proofread, and manage correspondence on behalf of the principal.\r\nServe as a liaison with vendors, financial institutions, service providers, attorneys, accountants, and other professional contacts.\r\nHandle confidential information with the highest level of discretion.\r\nMaintain task lists, deadlines, reminders, and follow-up systems to ensure nothing falls through the cracks.\r\nRun personal and business errands as needed.\r\nCoordinate projects and ensure timely completion of assignments.\r\nAdministrative & Office Management\r\nManage filing systems, records, and document organization.\r\nPerform data entry and maintain accurate databases.\r\nHandle phone calls, screen inquiries, and manage communications professionally.\r\nCoordinate meetings, events, and special projects.\r\nAssist with document preparation, electronic signatures, and contract management using tools such as DocuSign.\r\nQualifications\r\nMinimum 3-5 years of experience as a Personal Assistant, Executive Assistant, Financial Administrator, Bookkeeper, or similar role.\r\nStrong background in accounting, bookkeeping, financial management, or related fields.\r\nAdvanced proficiency in Microsoft Excel, including formulas, financial tracking, reporting, and spreadsheet development.\r\nProficiency in Microsoft Office Suite and Google Workspace.\r\nExperience with QuickBooks or similar accounting software.\r\nExcellent organizational and time-management skills.\r\nExceptional attention to detail and accuracy.\r\nStrong written and verbal communication skills.\r\nAbility to maintain strict confidentiality and exercise sound judgment.\r\nSelf-motivated, proactive, and capable of working independently.\r\nReliable transportation and willingness to assist with personal errands when required.\r\nPreferred Qualifications\r\nAccounting, Finance, Business Administration, or related educational background.\r\nExperience managing personal finances, tax documentation, and financial reporting.\r\nFamiliarity with banking procedures, payment processing, and account management.\r\nExperience supporting high-net-worth individuals, business owners, executives, or entrepreneurs.\r\nWhat We're Looking For\r\nThis role is ideal for someone who enjoys taking ownership, solving problems, staying organized, and helping a busy executive stay focused on high-priority objectives. The successful candidate will be a trusted partner who can seamlessly manage both financial and administrative responsibilities with professionalism, accuracy, and discretion.\r\nPay: From $21.00 per hour\r\nWork Location: Hybrid remote in Mars, PA 16046\r\nJ-18808-Ljbffr","datePosted":"2026-08-06T00:45:26.833Z","dateModified":"2026-08-06T00:45:26.833Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mars","addressRegion":"PA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"023290b3292fa22aea21387f"},"url":"https://jobsearcher.com/jobs/023290b3292fa22aea21387f"}}