Personal Assistant

Personal Assistant

09 Oct 2024
New York, New york city 00000 New york city USA

Personal Assistant

Position: Full-time Personal Assistant (1099 Contractor)

Location: Primarily Remote, In-Person in NYC 1 Day a Week

Type: Full-time, Flexible, 1099 Contractor

Overview:

We seek an experienced and highly organized personal assistant to support one of our clients with day-to-day tasks, project management, and long-term planning. This role is perfect for someone who enjoys working in a fast-paced environment, thrives on solving problems, and excels in time management. The position is full-time, with a combination of remote work and in-person responsibilities in NYC (around one day a week). If you are a detail-oriented self-starter who values flexibility, this is an exciting opportunity to help streamline personal and professional life.

Responsibilities:

Act as the go-to person for all the client’s needs, including daily administration, calendar management, travel schedules, errands, project coordination, and task prioritization.

Provide administrative support by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; and managing communications.

Manage the client’s schedule, ensuring meetings, events, and personal commitments are organized and prioritized, focusing on calendar management using Google Calendar.

Coordinate a high volume of travel arrangements, including flights, hotels, and itinerary planning, while providing travel reminders well in advance.

Run errands in NYC as needed, such as dry cleaning, grocery shopping, and coordinating with household staff (housekeeper, nanny, driver).

Streamline vendor and contractor management by efficiently identifying, contacting, and managing service providers.

Maintain an organized to-do list, cleaning it up regularly to ensure it remains manageable and current.

Manage the client’s email inbox, escalating tasks, scheduling appointments, saving documents to Google Drive, and ensuring contacts are added to the CRM (once set up).

Assist with various ongoing projects, including organizing the client’s angel portfolio data into a master spreadsheet and developing lists of preferred restaurants, hotels, stores, and service providers.

Liaise with household staff and contractors to ensure smooth coordination and execution of tasks.

Finalize and submit expense reports monthly, review open invoices, and ensure payments are collected promptly.

Serve as the client’s spokesperson in their absence, making administrative decisions as needed.

Work Hours & Benefits:

This is a full-time 1099 contractor position. After an initial 6-month period, there is potential to transition to W-2 status, with the opportunity for benefits at that time. For now, the role remains flexible, primarily remote, with in-person presence required in NYC one day a week or less. The compensation range is between $50 to $75 per hour or $90,000 to $115,000 annually, depending on experience and the value the candidate brings.

Desired Skills:

Proven ability to manage a flexible schedule and multiple tasks efficiently

Outstanding planning and time management skills, with attention to detail

Excellent verbal and written communication skills

Ability to work independently and proactively solve problems

Experience managing high-profile clients and interacting with household staff

Strong proficiency with Gmail, Google Calendar, Google Drive, and project management tools like Notion

Experience coordinating projects and managing vendors or contractors

Requirements:

High school diploma or GED required; bachelor’s degree preferred

3+ years of experience as a personal assistant or in a similar role

Familiarity with client services and managing professional relationships is a plus

Comfortable working as a 1099 contractor

Compensation:

The compensation range is between $50 to $75 per hour or $90,000 to $115,000 annually, depending on experience. The client offers flexible pay depending on qualifications, with room for adjustments as needed. There are no formal benefits as this is a contractor position.

Interested?

If you are interested in applying for this position, please submit your resume and a brief cover letter detailing your experience with similar roles. Applications should be sent to jobs-md@welara.com and reference “Personal Assistant” in the subject line. Please note that this role is for a Welara client, not an internal position at Welara itself.

About Welara

Welara is an independent, multi-family office and wealth advisor, established to meet the unique needs of first-generation wealth creators. Our approach combines wealth, asset, and lifestyle management, providing a holistic service to our clients. Founded in 2023 with offices in New York, London, and Geneva, we are dedicated to helping our clients manage their wealth efficiently and enjoy life to the fullest.

welara.com

@welaraworld

We are an equal-opportunity employer committed to diversity and inclusion. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

© 2023, Welara Holdings LLC, All rights reserved.

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