Personal Assistant / Chauffeur

Excellence Services
Atherton, CA
Full-time

SUMMARY :

Primary responsibilities of the Personal Assistant / Chauffeur will include ensuring the smooth running of the home office;

performing administrative and household tasks; performing driving duties; providing the Principals with information support at any time.

PRIMARY DUTIES :

Household & Home Office :

  • Perform weekly walkthroughs using household checklists to identify action items.
  • Schedule and work closely with other staff on various property / estate projects.
  • Maintain a household vendor list. Build strong relationships with vendors.
  • Coordinate household staff and assist with monthly schedules.
  • Identify and oversee various property / estate projects as needed.
  • Keep an inventory of personal items for principals, and restock as needed. Manage PAR lists.
  • Keep an inventory of all household supplies (light bulbs, batteries, cleaning supplies).
  • Maintain and update household manuals.
  • Maintain an approved product list for home and personal items, including sourcing information.
  • Shop for household items as needed.
  • Monthly / weekly purchase order submission, get approval, place orders, and track delivery status.
  • Prepare and submit expense reports.
  • Secure residence at end of the day when needed all doors locked, security system armed.
  • Light household chores.
  • Respond to incoming calls and greet guests.
  • Oversee onsite vendors as needed.
  • Prepare home for occasional events. Coordinate with vendors for holiday decor (Halloween, Christmas).
  • Maintain Principals’ personal Google calendars (separate from professional calendars).
  • Schedule personal appointments. Calendar items forwarded by Principals.
  • Update and maintain Google Contacts. Ensure information is synced to phones.
  • Maintain a filing system for household needs (e.g., car registrations, maintenance contracts, warranties, contractor bids, etc.).
  • Email a daily activities report to Principals.
  • Purchase gifts, develop and maintain gift tracker, and review and audit receipts.
  • Keep track of birthdays and other important dates.
  • Occasional wardrobe maintenance, i.e., schedule tailor, cobbler, etc.
  • Work with travel concierge and accountant as needed.
  • Plan and coordinate the family’s activities and events.
  • Assist with personal archival projects.

Driving :

  • Safe and secure transportation of Principal(s).
  • Service-oriented and attention to detail.
  • Maintain vehicle cleanliness : interior and exterior, hand washing on site.
  • Maintain vehicle readiness : fuel, tire pressure, service records, etc.
  • Prepare and maintain vehicle checklist, pre- / post-use.
  • Prepare / maintain Principals' comfort items in the vehicles : water, tissues, umbrellas, etc.

REQUIREMENTS :

  • Have at least 3 years of management experience.
  • Have experience managing 3+ subordinates.
  • Bachelor’s degree or above.
  • Proven experience working as a personal assistant is required.
  • Experience working in the Hospitality industry or a family office is preferred.
  • Excellent learning ability and has a passion for exploration, research, and analysis.
  • Vault-like ability to maintain confidentiality and be ultra discreet.
  • Demonstrate excellent email etiquette, concise and accurate communications.
  • Maintain strictest confidences - never disclose Principals’ contact information.
  • Strong work ethic, reliable, punctual, and honest. Practical and efficient.
  • Flexibility to work weekends and evenings.
  • Must be very technically savvy. Experience with G-suite.
  • Resourceful in terms of internet search and online shopping.
  • Comfortable with iPhone or Android, including texting, camera phone, and smartphone apps.
  • Highly organized, meticulous, detail-oriented, and thorough. Able to multitask and prioritize well.
  • Positive attitude, team player, capable of working well with a vast array of high-quality vendors.
  • Personable, gracious, and polite, with excellent people skills.
  • Excellent command of the English language, both written and spoken.
  • Proactively identifies and resolves problems.
  • Able to work independently but takes direction well from Principals.
  • Able to perform physical, hands-on tasks in order to assist the household and staff office to run well. Must be able to lift 40 pounds.
  • Flexible and able to accommodate spontaneous changes to routines and plans.
  • Able to travel with Principals to assist.
  • Long-term intent.
  • The Personal Assistant / Chauffeur candidate must be legally authorized to work in the United States without sponsorship for employment visa status.
  • Able to pass an extensive background check, credit, and reference checks.
  • Willing to take a pre-employment physical, psychological exam, and drug screen.
  • Annual flu shot required.

OUR CORE VALUES :

  • Principals’ First : Always put our principals’ needs and interests first.
  • Learn from mistakes : Admit mistakes upfront. Learns and grows from mistakes.
  • Conscientious : Attention to detail. Finishes duties mindfully, effectively, and promptly.
  • Dedication : Shows a deep commitment to the role and the company.
  • Accountable : Takes ownership of tasks and completes thorough due diligence.
  • Independent : Thinks and acts independently. Able to be self-taught and keep improving.
  • Resilience : Never complains or shies away from work. Welcome harsh feedback and can thrive under pressure.
  • 30+ days ago
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