Pocketbook Agency · 2 weeks ago
Executive Personal Assistant to Family Office
Los Angeles, CA
Full-time
Onsite
Senior Level, Lead/Staff
$130K/yr - $150K/yr
10+ years expPocketbook Agency is a private family office located in Brentwood, CA, seeking a dynamic Executive Personal Assistant to manage day-to-day operations and personal matters for the Principals. The role requires a detail-oriented professional with extensive experience in executive support, office operations, and personal assistance, focusing on organization and discretion.
ConsultingRecruitingStaffing Agency
Responsibilities
Manage complex calendars, scheduling, and travel arrangements for the principal and senior team
Handle email management, correspondence, and document preparation with discretion and professionalism
Maintain organized filing and digital record-keeping systems, ensuring accuracy and accessibility across all platforms
Assist with project tracking and reporting, including maintaining spreadsheets, budgets, and timelines in Excel. Prepare meeting materials, gather background information, and document clear, actionable notes
Review and reconcile invoices and expenses, ensuring accuracy and prompt resolution of discrepancies
Draft, edit, and proofread professional correspondence, presentations, and reports with exceptional attention to detail
Conduct research and provide summaries to support business decisions and project execution
Oversee general office management, supplies, and vendor relationships
Support ongoing office buildout and relocation, coordinate with contractors, designers, and vendors as needed
Implement efficient organizational systems and tech workflows to streamline operations
Coordinate personal appointments, household scheduling, and travel arrangements
Provide occasional on-site support at the family’s residence, including troubleshooting tech issues or assisting with personal logistics
Handle sensitive information with the utmost confidentiality and care
Qualification
Required
10+ years of experience as an Executive Assistant or Executive/Personal Assistant, ideally within a family office, real estate firm, or entrepreneurial environment
Exceptional computer and technology proficiency: Excel, Word, Outlook, DocuSign, and digital filing systems
Impeccable attention to detail, with excellent organizational and communication skills
Takes initiative and proactively anticipate needs, consistently thinking one step ahead to ensure seamless operations
Maintain a professional demeanor and proactive attitude while operating effectively in a small, entrepreneurial environment
Demonstrate exceptional written and verbal communication skills
Preferred
Experience managing office buildouts, moves, or residential renovation projects strongly preferred
Benefits
Medical
Dental
Vision insurance
401(k)
PTO
Company
Pocketbook Agency
Pocketbook Agency is an award-winning, premier boutique recruitment firm specializing in elite administrative and support talent across the United States.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brittany Dolin
Co-Founder
Nicole Dayan
Co-Founder
Recent News
2025-11-05
Company data provided by crunchbase