Overview
Personal Assistant Jobs in Visalia, CA at Allen Financial Advisement
Job Overview
We are seeking a highly organized and proactive Personal Assistant to provide comprehensive support to our executive team. The ideal candidate will be detail-oriented, adaptable, and capable of managing multiple priorities in a fast-paced environment. This role requires excellent communication skills, strong organizational abilities, and discretion, as well as the ability to anticipate the needs of the executives they support.
Responsibilities
- Manage daily schedules, including calendar coordination, meetings, and appointments for executives
- Prepare and organize documents, reports, and presentations as needed
- Coordinate travel arrangements and itineraries, ensuring efficiency and timeliness
- Serve as the primary point of contact for internal and external communications
- Handle correspondence, emails, and phone calls with professionalism and discretion
- Assist with personal and professional tasks as required, including event planning and logistics
- Support budgeting, expense tracking, and basic bookkeeping tasks using QuickBooks or similar software
- Maintain organized filing systems, records, and administrative processes
- Coordinate with vendors, clients, and staff to ensure smooth operations
- Assist with onboarding and training of new staff when necessary
- Handle confidential information with integrity and maintain strict confidentiality
Qualifications
- Proven experience as a Personal Assistant, Executive Assistant, or in a similar administrative role
- Excellent organizational and time-management skills with the ability to prioritize effectively
- Strong verbal and written communication skills
- Proficiency with QuickBooks and standard office software (Microsoft Office, Google Workspace, etc.)
- Ability to handle multiple tasks simultaneously while maintaining attention to detail
- Experience in event planning, travel coordination, and vendor management is a plus
- Familiarity with human resources processes or office management practices is advantageous
- Discretion, professionalism, and a proactive approach to problem-solving
We welcome candidates who are highly motivated, adaptable, and ready to support our executive team in achieving their goals.
Pay: $25.00 – $35.00 per hour
Experience:
- Microsoft Excel: 1 year (Preferred)
- Microsoft Powerpoint: 1 year (Preferred)
License/Certification:
- CDL (Required)
Work Location: In person
Title: Personal Assistant
Company: Allen Financial Advisement
Location: Visalia, CA
