Personal/Executive Assistant to CEO and/or other executives

Personal/Executive Assistant to CEO and/or other executives

24 Nov 2024
Utah, Provo / orem, 84601 Provo / orem USA

Personal/Executive Assistant to CEO and/or other executives

Personal/Executive Assistant to CEO and/or other executives

Seashore Equities, LLC – A private investment company

Hourly Rate of pay: $22 to $60 based on experience, background, education, references.

CEO of a privately held, investment company is seeking a caring, easy-going, bilingual Spanish/English speaking Personal/Executive Assistant.

Spanish bilingual is strongly preferred, but not required.

This position could be part or full time for the right match. Preferably work is full time, but not required. A part time position for the right applicant, working 20 hours a week, four or five days a week, may be a possibility.

Start time is flexible between 9am and 10am. Ideally applicants want to begin work at 9am or 9:30am, but 10am to 5pm or 5:30pm is routine.

Company purpose summary:

Seashore Equities, LLC is a highly successful, closely held, private investment company. Our online presence is very minimal, on purpose, for privacy reasons. A significant part of our work is providing extensive and detailed property management services to the company’s client portfolio of high-end luxury residential real estate located in: Laguna Beach, San Juan Capistrano, Laguna Niguel, and Dana Point. Properties are within a 10-mile radius of our ocean front Monarch Beach corporate office at the Strand in Dana Point. Our work includes minor or major construction, remodeling, landscape, grounds, yards, swimming pool & spa maintenance, tennis court and other indoor and outdoor property maintenance.

Our other significant company management responsibilities are in various liquid investment advisements: Including, but not limited to: Stocks, bonds, government issued products such as: T-bills, bonds, commercial paper; and also: derivatives, various stock indexes, and liquid cash management.

Our CEO/Owner is 60 years-old, positive, enthusiastic, and highly accomplished. He could have retired many years ago, and “loves to work.” He is very happily married for 37 years, truly blessed! Seven children, four son in laws, one daughter in law, and currently ten grandchildren.

Our Executive Vice President and Controller is super dedicated, naturally optimistic, and consistently successful because he is a financial expert! He was worked with the CEO since 2013.

Our General Contractor since 2009 is caring, thoughtful, and very interior design creative. He is multi-talented and ‘wears many hats.’ He enjoys multi-tasking and manages small- and very large-scale remodeling projects for custom estate properties.

Our Administrative assistant of 3 years, serves 8-12 hours a month working remotely, or from our office, providing book keeping, accounts payable and other very important business filings.

Our independent Interior Designer has her own small business and works with us on a myriad of design creations and implementation part to full time weekly.

We also work closely with many highly accomplished independent licensed subcontractors and workers in: framing, electrical, plumbing, drywall, painting, cabinetry, detailed interior accents, cement work, swimming pool construction, as well as many other important specialty trades and subs.

We also work with capable handy persons, landscapers, and gardeners.

Additionally, we partner with exceptional independent licensed real estate professionals who assist us in listing, leasing, and/or selling different parts of the portfolio.

Spanish speaking bilingual Personal Assistant is very helpful to improve the company’s ability for our staff to more fully provide recognition, appreciation, and instruction to many persons whose first language, or only language, is Spanish.

More specifics about the position:

CEO and the other work colleagues of our company are seeking a patient, kind, caring, “customer service minded” personal assistant who is compassionate and understanding; one who enjoys collaboration and sharing ideas and research, as well as someone who receives instruction easily and readily. We seek a co-working colleague who finds personal fulfillment through helping others, has excellent follow through; and friendly, courteous communication skills and task completion. Ideal applicant is personable, easy going, thoughtful, and enjoys a myriad of diverse duties and services. Ideally we are seeking an assistant with formal training in customer service, and/or completion of formal Personal Assistant training courses. Ideal applicant will have many years of work with senior Executives and or owner(s) of a large business; or demonstrate in the interview process their abilities to do so. Examples include: applicants who have worked for CEOs or other senior officers, a private family, or person(s) who are independently wealthy, retired, or financially independent couple.

Ideal applicant will have: Front-desk greeting work experience or concierge work experience at a luxury hotel (examples: Ritz Carlton, Montage, Waldorf Astoria, etc.) is ideal. Work experience – and personal enjoyment of - serving guests of high-end Michelin, Forbes, or other five-star rated hotels, five-diamond luxury resorts, five-star restaurants, or Country Club type of employment. If you have not worked in any of these settings, but aspire to, and enjoy providing excellent personal service, thank you! These are the characteristics and personal interests we seek.

Our company is in an exciting growth mode. It is very successful! We are pleased and excited to keep up with the fast growing opportunities for our excellence.

We strive for a wonderful time at work and we truly enjoy what we do! The hours and days fly by for us at our amazing company! This is an outstanding, highly accomplished company - - where care and kindness are the foundation to our success.

This position requires a Personal Assistant who enjoys and will routinely help with finding, hiring, and monitoring persons who care for the luxury homes and the many very important individuals working at them. Rounding to the properties on a weekly basis is routine.

We seek an assistant who is courteous, kind, patient, and genuinely enjoys working in a ‘service oriented’ role to assist the CEO, his large and growing family, and our outstanding team. We seek ‘service minded’ individual(s) who enjoy serving.

Daily duties include but are not limited to: extensive executive support by providing detailed note-taking, appointment making and attending, phone work, extensive follow up for dozens of items and duties, light office clerical work, typing, scanning, filing, traditional accounts payable, online banking, extensive online shopping for a myriad of personal and business items, and/or returns, purchases, pick-up and drop off of many items. A company car will provided for independent rounding of rental properties to check on them, and help assist in the maintenance of them.

Administrative work includes: Careful monitoring and processing of highly important incoming and outgoing documents and correspondence. Routine services via U.S. mail, Fed Ex, UPS. Desk work includes but is not limited to: Digitizing and electronic filing of various bills, receipts, accounts payable, legal-documents, and careful computerized bookkeeping and recording. Basic book keeping skills are required. Personal Assistant is provided their own private office at our corporate office.

Ideal candidate has five or more years of experience as a personal, and/or executive, administrative assistant to high-level executives, but it is not required.

Assistant(s) may be required to routinely drive for, or with, one or more executives to and from real estate properties in company vehicle(s), and many other business locations, including airport drop off and pick up, and other driving for company or personal drop off pick up of persons. Ride share from time to time is so one or more executives can review papers, work on lap top computer, or iPad while riding to increase productivity.

The position requires significant time in studying for on-line price comparisons for all kinds of on line purchasing of products, goods and services. If you do not enjoy price/quality comparison ‘shopping’ - both in person, and on line shopping, and studying for quality, price and warranty were applicable, please do not apply. This position from time to time requires extensive on line shopping. Assistants sometimes are required to travel alone for many types of errands, included but not limited pick-up and delivery of numerous and various items.

Position requires grocery/food shopping at least once a week – as well as door-dash ordering of lunch and/or other meals. Trader Joes, Grocery store shopping such as Ralphs, Costco visits; and on line Costco shopping, and/or extensive on-line food shopping / door dash for our office, lunch meal(s) and company kitchen is required. If you enjoy food prep and cooking this is very meaningful! Light food prep and cleanup is often required daily. Ideally, we seek a Personal Assistant who loves food prep, cooking/baking for others, and assisting in the prep and serve of lunch meals.

Routine shopping for various kinds of services, products, travel, airline tickets, rental car reservations, dinner reservations, gift shopping, etc. etc. is routine and required.

The company provides a lunch option (at company expense) for all employees most days, M-F. Lunch cost is on a controlled company stipend amount for reasonable budgeting purposes – at the company’s discretion. Food is purchased at the beginning of the week: by purchasing ready to eat healthy foods from Trader Joes or similar. We routinely have salads, sandwiches, and/or fridge or frozen food items to enjoy for lunch three or four times a week. (One very important explanation: CEO does not drink any coffee, and experiences nausea from the aromas of near-by coffees. A coffee maker/pot is not kept or used in our offices.)

Ideally an assistant would be bilingual in both English and Spanish so they can easily communicate with our highly valued, and highly important Spanish speaking personnel. Assistance also includes and requires support for potential leasing of rental home properties, both short term and long, and/or preparation for the sale of residential properties.

Ideal applicant truly enjoys assisting the company and CEO with its business models and plans, and/or his growing family needs.

Qualified applicants must possess excellent organizational skills and follow up skills.

Company is typical closed on Saturdays and Sundays. However, in property management, and/or leasing/tenants, very rarely employees are in the event of an emergency, required to work as little as necessary on nights, weekends and/or a holiday.

Compensation: This position is currently paid by hourly wage, non-exempt. However, based on capacity, ability and administrative skills/management skills it may be salaried if applicant has extensive managerial experience, accepts more managerial duties, and then qualifies based on state and federal labor law.

Wage or salary combined with very good employee benefits may be offered based upon, but not limited to: background, and/or experience, and/or education or other training, and/or references. Health Insurance, Dental, eye and other insurances provided based on applicants requests.

Daily hours worked are tracked and recorded utilizing a state of the art, easy to use, digital time clock keeping system. Starting Wage: $22-$60 per hour based on work history, ability, experience, education, background, capacity,

and references.

Benefits: Medical, dental, and vision insurance may be offered at the time of hire in accordance with our company employee handbook. This insurance normally becomes available on the 90th day of employment, and in keeping with State and Federal law. The company offers a sophisticated, high quality HMO or PPO health plan through United Health Insurance. Shared expense is based on the plan selection. Our company paid portion will be explained in more detail if interviewed. United Health care plan offers a reliable choice of prestigious health care service, some of which may be at the employee’s increased expense based on the employee’s choice of coverages and/or product selection. Highly important note: If health insurance is not needed or wanted, a higher wage (salary) for this position may be negotiated.

Holiday Pay, Vacation Pay, Unpaid Time Off, Bonus Pay as follows:

Seven paid holidays annually.

Vacation pay: one week accrued paid vacation (five days) after the first year of employment. Two weeks of paid vacation (10 days) after five years of employment. After five years: Potential for up to three, even four weeks of annual paid vacation based on: longevity and outstanding work performance (at the company’s discretion).

Reasonable “Time off without pay” is a routine possibility with enough proper notice – at the company’s discretion. Our company encourages time off without pay, so long as enough notice is provided – usually one week advance notice at a minimum.

We are also a partially ‘performance based’ bonus compensating company with potential bonuses paid randomly based on special accomplishments and/or readily measurable ‘extra-mile’ contributions performed by the employee - at the company’s sole discretion.

Work Schedule: M-F, seven to eight-hour shift with two ten minute breaks, a thirty minute to one-hour lunch break based on the company and its executives work schedule, particularly the CEO’s, work schedule. Routine start time, with some rare exceptions is 9:00 AM – to 5:15, or 5:30 PM with a 30-minute lunch break. If preferred, a one-hour lunch break is optional, and/or required; the finish time would then be thirty minutes later if preferred and can be accommodated by the company. Lunch often fluctuates from 30 minutes to one hour at the based on the daily work schedule.

Office: Work Location: Dana Point, Monarch Beach, CA 92629

You must provide your own transportation to and from the company office in Dana Point.

Seashore Equities is an equal opportunity employer.

Please email your cover letter and resume to Inquiries@SeaEquities.com. We look forward to interviewing potential candidates initially through Zoom, or other digital online access to save travel time for applicants and the company.

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