Personal Assistant to UHNW Individual Job at Pocketbook Agency, San Francisco, CA

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  • Pocketbook Agency
  • San Francisco, CA

Job Description

JRN: 1969

We are seeking a professional and proactive Personal Assistant to oversee personal affairs, household management, scheduling, and travel coordination for a busy UHNW individual and their family in the Bay Area. The ideal candidate is highly organized, has a knack for excellence, and can handle a fast-paced environment while maintaining discretion. This role requires strong problem-solving skills and adaptability to ensure seamless daily operations. The position offers the opportunity to work with a great Principal and their family.

Requirements:

  • Minimum 5 years of experience as a Personal Assistant, House Manager, or similar role supporting high-level individuals/UHNW families and similar.
  • Proficiency in Outlook, Gmail, Google Calendar, and Excel for scheduling and communication.
  • Strong organizational and multitasking skills, with the ability to prioritize and execute tasks efficiently.
  • Excellent written and verbal communication skills, maintaining professionalism and discretion.
  • Ability to work independently, take initiative, and problem-solve effectively.
  • Event planning experience necessary.
  • A College Degree is required
  • Must have a valid Driver’s license, insurance and car.
  • Must be able to travel domestically on occasion.

Responsibilities include but are not limited to:

  • Manage household operations, including vendor coordination, service provider management, and maintenance.
  • Handle scheduling and coordination of personal appointments, medical visits, and other engagements.
  • Occasionally driving children or other family members.
  • Book and coordinate personal and business travel arrangements, including flights, hotels, rental cars, and itineraries. Experience with private travel planning is a plus.
  • Helping coordinate and execute bespoke events at the Bay Area home.
  • Work closely with the executive assistant and other team members at the business office to ensure seamless communication and task execution.
  • Oversee household systems and vehicle maintenance, ensuring all aspects of the residence and transportation run smoothly.
  • Assist with bill payments, house stocking, and plant care to maintain an organized and efficient home environment.
  • Support personal projects, errands, and ad hoc requests as needed.

Schedule:

  • Full-time role. Monday - Friday, 8am-5pm, with availability after hours or weekends if needed.

Compensation:

  • Up to $130,000/year DOE
  • Discretionary bonus structure
  • Comprehensive benefits package
  • 401K
  • Company perks

Location:

  • San Francisco Bay area (must be local to the area to apply).

Job Tags

Full time, Work at office, Local area, Weekend work, Monday to Friday,

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