PART-TIME ON-SITE POSITION (APPROXIMATELY 30 HOURS / WEEK)
Responsibilities
Financial / Bookkeeping
- Assist with financial documentation, basic accounting tasks, and budgeting. Proficiency in Excel is essential.
- Regularly reconcile personal and commercial real estate accounts, as well as monthly credit card reconciliation.
Project Management
- Coordinate projects across multiple properties, including support for household initiatives and ensuring residences are well-maintained.
- Collaborate with family members, administrative personnel, household staff, and external contractors to facilitate project execution.
- Oversee vehicle maintenance and repair for family-owned vehicles.
Travel
Coordinate comprehensive travel plans, both domestically and internationally, for the family. Arrange accommodations and ground transportation as required.
Event Coordination
- Provide assistance during events, liaising with vendors and ensuring seamless execution.
- Handle gift procurement and delivery for various occasions, including birthdays, holidays, and special events.
Administrative Support
- Opening and handling mail.
- Maintaining and organizing bills, emails, notes, spreadsheets, and all documentation trail for immediate recall.
- Labeling and filing electronic copies of various documents and personal items.
- Assist with calendar including important dates, birthdays, personal appointments, etc.
Qualifications
- Strong proficiency in Excel is essential.
- Demonstrated ability to work autonomously, taking initiative and delivering results with precision. Capable of independent work with minimal oversight.
- Bachelor’s degree preferred.
- Excellent written and oral communication skills.
- Strong organizational, planning, and problem-solving skills.
- Able to manage multiple priorities and tasks at the same time with attention to detail.
- Proven track record of handling confidential and sensitive information discreetly, with tact, and diplomacy.
- Responsible, trustworthy, and reliable.
- Must have reliable transportation to commute to Thousand Oaks five days a week.
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