Overview

Administrative Assistant Jobs in Sacramento, CA at Platinum Advisors

Full Job Description

Description:

Job Summary

Reporting to the Senior Executive Assistant to the CEO, this is a multifaceted role that will involve scheduling/calendar management, budgeting, vendor management and special projects. The ideal candidate for this position needs to be highly organized, professional, proactive, and efficient at multi-tasking. Additionally, this individual will have exposure to a wide range of tasks, support functions and must be high performing.

Duties & Responsibilities – under the direction of the Senior Executive Assistant

Manage and organize various scheduling tasks including the Family Calendar, as well as the CEO’s business calendar as needed/directed by the Senior Executive Assistant.

Assist with the coordination of personal and business events & travel

Manage and set medical appointments for the family

Recover and maintain medical records from doctors globally in a shared filing environment

Special projects as directed by the Senior Executive Assistant including, but not limited to, medical, travel, shopping, philanthropy, and vendor management and shipping coordination

Plan family travel, including but not limited to gathering visas, booking tickets, transportation, hotel and meal reservations, activities for the family, and creating a dynamic itinerary for each trip

Maintain a dynamic database across multiple platforms of all work done related to the Family for future reference

Liaise with acquaintances, vendors, doctors, and staff to meet the family and household needs

Maintain a vendor list for each property as needed

Work collaboratively with the Senior EA & Principal’s Partner:

Manage reminders for payments to vendors and track expenses for the Sonoma County residence

Manage reminders for payments to vendors and track expenses for the Sonoma County residence

Manage payments and file insurance claims when needed

Manage maintenance schedules and warranties for household items and family assets

Run regular errands, including but not limited to shopping, chauffeuring, pick up/drop off items for the house or family

Develop a system to manage the family’s needs and that could scale across multiple residences over time

Oversee inbound and outbound packages and returns including international shipments of items.

Responsible for tracking and transport of art and collectibles (internationally)

Practice an extreme level of confidentiality and prioritize the needs of the family above all

Provide weekly updates on all tasks/projects

Act as a liaison to sister companies and manage communications as required

Attend to personal errands as needed

Other duties as needed and directed by the Senior Executive Assistant and/or Management.

Requirements:

Skills

Excellent verbal and written communication skills

Excellent interpersonal and customer service skills

Excellent organizational skills and attention to detail

Excellent time management skills with a proven ability to meet deadlines

Strong problem-solving skills

The ability to speak Spanish is a plus but not required

Additional comments regarding the nature, scope or purpose of this position:

The responsibilities of this position require the ability to balance widely diverse aspects of several departments

All employees are expected to assist in cross-department duties as needed.

Education and Experience:

Minimum of 3-5 years of previous experience …

Title: Administrative Assistant

Company: Platinum Advisors

Location: Sacramento, CA

Category:

 

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