Personal Executive Assistant / Life Operations Manager

Personal Executive Assistant / Life Operations Manager

Seeking a highly organized, proactive assistant to provide comprehensive support across personal, household, business, and financial needs.

INBOX MANAGEMENT
· Triage and organize emails, highlight priorities
· Unsubscribe from spam, manage school emails
· Enter client emails into Harvest for tracking
· Achieve inbox zero daily

APPOINTMENT SCHEDULING
· Set up family appointments (medical, dental, professional)
· Send reminders and prepare necessary documents

HOUSEHOLD & VENDOR MANAGEMENT
· Manage vendors (housekeeping, lawn, maintenance)
· Track vendor payments, contracts, and appointments
· Schedule doctor appointments for family
· Manage family documents in Quicken LifeHub

CALENDAR & SCHEDULING
· Manage family calendars in FamilyWall
· Keep spouse updated on schedule changes
· Create daily toddler agendas for the nanny
· Coordinate travel and family logistics

FINANCIAL MANAGEMENT
· Track expenses in Quicken Home & Business
· Manage bill payments, budgeting, debt repayment
· Generate weekly financial reports
· Reconcile transactions, identify cost savings
· Support QuickBooks for business bookkeeping

MEAL PREP & GROCERY
· Develop weekly/monthly meal plans
· Coordinate meals for dietary needs and allergies
· Order groceries via Instacart

VEHICLE & COMPLIANCE
· Keep vehicles current on registration, inspection, insurance
· Schedule maintenance, repairs, DMV appointments
· Track renewal dates proactively

BUSINESS ADMINISTRATION
· Maintain business licenses, assumed name certificates, state filings
· Track LLC registration and EIN renewal deadlines
· Coordinate with TX Secretary of State as needed

PERSONAL & FAMILY SUPPORT
· Apply for jobs on behalf of family member, track applications
· Organize family documents in Quicken LifeHub
· Run errands and misc tasks

TOOLS: Quicken, QuickBooks, Harvest, FamilyWall, Instacart, Quicken LifeHub, Google Workspace, Microsoft Office

QUALIFICATIONS: 2+ years admin/assistant experience · Tech savvy · Quicken/QuickBooks experience preferred · Handles confidential info with discretion · Self-starter · TX business filing familiarity a plus

Apply here: ----------