Job Description

Job Description

Job Description

Salary: DOE

Executive Personal Assistant
Location: Tempe, AZ | In-Office

Are you a financially savvy problem-solver who thrives on creating order out of complexity? Do you enjoy working as a trusted right hand to a high-level executivebalancing personal, financial, and business priorities with precision and foresight?

We are assisting a busy executive in Tempe with hiring a strategic and operationally skilled Personal & Executive Assistant. This is a rare opportunity to step into a high-impact role where your financial acumen, organizational skills, and ability to leverage technology will directly influence both personal and professional success.

This is not a standard assistant positionit is a unique opportunity to apply your strategic thinking, financial acumen, and operational expertise in a way that directly shapes the success of both personal and professional priorities. Youll work side by side with a driven executive, ensuring systems run smoothly, decisions are well supported, and time is focused on what matters most.

What Youll Do

This role blends Personal Assistant (approx. 80%) and Executive Assistant (approx. 20%) responsibilities:

• Personal Assistant Focus (80%)
  

• • Manage personal finances and bookkeeping usingQuicken

• • Coordinate with banks, investment groups, and advisors

• • Support real estate, insurance, and estate planning activities

• • Oversee tax processes and financial recordkeeping

• • Handle household management, personal appointments, and errands

• Executive Assistant Focus (20%)
  

• • Manage complex calendars, email, and correspondence

• • Prepare documents, presentations, and meeting summaries

• • Coordinate travel arrangements and logistics

• • Provide operational support across multiple companies

• • Assist with workflow optimization and ad hoc business challenges

What Were Looking For

• Proven experience as aPersonal or Executive Assistantsupporting a senior leader, entrepreneur, or family office environment

• Strongfinancial acumenand proficiency withQuicken

• Advanced skills withMicrosoft Office Suite(Excel, Word, Outlook, PowerPoint)

• Tech-savvy, with the ability to leveragedigital tools, apps, and AI solutions

• Exceptional organizational and time management skills; thrives on juggling competing priorities

• Professional discretion and judgment when handling sensitive personal and financial matters

• Strong written and verbal communication skills

• Proactive, reliable, and resourcefulable to anticipate needs and solve problems before they arise

• Experience coordinating with external advisors, service providers, and stakeholders

• Flexibility and adaptability to adjust in a fast-paced, evolving environment

Why This Role Stands Out

This position offers the chance to work closely with a driven executive in ahigh-impact, trusted capacity. Youll directly influence his ability to focus on high-level priorities by ensuring personal and professional life run seamlessly. Beyond traditional support, this role allows you toleverage financial skills, operational oversight, and technology to introduce systems, improve workflows, and make a meaningful difference every day.

Work Schedule & Hours

• Onsite in Tempe, AZ (not remote)
• Ideal hours: 9:00 AM 5:00 PM with some flexibility depending on the candidates availability
  • Between 32 40 hours per week, MondayFriday
    

Compensation & Benefits

• Competitive hourly or salary structure, depending on experience
• Traditional benefits are not currently included with this position
• If benefits are important to the candidate, a stipend or allowance toward the cost of coverage may be discussed

KSIs Talent Acquisition Team partners with companies to assist with their hiring needs. All positions are direct-to-hire opportunities with the employer.

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