Position: Business and Personal Executive Assistant - Bookkeeping Experience a huge plus!

Location: Greenwich, CT
Schedule: Monday - Friday, 9 AM - 5 PM  (Principal can offer flexibility for the right candidate).
Compensation: $100K +, on payroll, Competitive, based on experience and negotiable for the right candidate.

A Greenwich, CT-based business executive is seeking a sharp, resourceful, and highly capable Executive Administrative & Personal Assistant to manage both business and personal administrative tasks. The ideal candidate is an is smart, tech-savvy, detail-oriented, resourceful, and capable of executing tasks independently while maintaining the highest professional standards. A to streamline his professional and personal affairs. This role demands a proactive self-starter with impeccable attention to detail, exceptional problem-solving skills, and the ability to execute tasks efficiently with minimal oversight.

Key Responsibilities:

Administrative & Business Support (35%)

• Manage business and personal calendars, ensuring seamless scheduling and avoiding conflicts.
• Oversee correspondence, including emails and calls, ensuring prompt and professional communication.
• Enter and track expenses, receipts, and financial records accurately in QuickBooks.
• Process, sort, and review physical and digital mail with the principal.
• Maintain organized filing systems for business and personal matters.
• Conduct research and arrange travel (flights, hotels, transportation, itinerary planning).
• Coordinate with vendors, business contacts, and service providers as needed.
• Assist with various projects, problem-solving challenges, and high-priority tasks.

Personal Support (65%)

• Manage personal billing, receivables, payables, and general bookkeeping.
• Run errands and oversee personal chores directly or through vendors.
• Research and secure hard-to-get reservations, appointments, and special requests.
• Ensure smooth day-to-day operations of the principal’s personal and professional obligations.
• Anticipate needs and provide solutions proactively.

What it Takes to Succeed:

• Self-reliant & Intelligent: Ability to think critically, find solutions, and operate independently. You figure things out and take ownership from start to finish.
• Tech-Savvy & Resourceful: Proficient in QuickBooks, Microsoft Office Suite, and other relevant software.
• Highly Organized & Detail-Oriented: Ability to efficiently manage multiple tasks while maintaining accuracy. Ability to anticipate needs and juggle multiple priorities.
• Polished, Professional & Discreet: Excellent personal communication skills in person, via email, and over the phone. Strong communication skills and discretion in all matters.
• Problem-Solver: Capable of overcoming challenges, such as securing last-minute reservations or optimizing processes. Problem-solving tools are part of your toolbox.
• Presentable & Personable: Comfortable interacting with business professionals and vendors.
• Proactive & Adaptable: Anticipates needs and stays ahead of tasks without constant direction. Resourceful in navigating challenges and making things happen.
• Bookkeeping Knowledge: Comfortable with financial tracking and general bookkeeping tasks.

Requirements:

• Minimum of a 4-year college degree.
• Prior experience as an Executive Assistant, Personal Assistant, or Administrative Professional. Or other roles where the skills align.
• Strong knowledge of bookkeeping, financial organization, and QuickBooks is preferred.
• Ability to work on-site in an office setting (some work can be remote (i.e. checking emails, etc.) but this is not a remote position.
• Flexibility to work occasional evening or weekend hours when critical projects arise (on rare occasions).

Why This Role?

This is a fantastic opportunity for a high-caliber assistant to support a dynamic executive, allowing him to focus on key priorities while ensuring smooth day-to-day operations. The role offers an exciting mix of business and personal responsibilities, with the ability to make a significant impact in a professional setting and ensure every detail is flawlessly managed.

If you are an independent thinker, solution-driven, and thrive in a fast-paced environment, solve problems before they arise, and can make the impossible happen—this role is for you!