Personal Assistant; Admin, Travel & Household

Position: Personal Assistant (Life Admin, Travel & Household Support)

About the Role

Client is a busy consultant who travels frequently and juggles a home, a dog, and an active personal and reputed company life. Her work reputed company is well-handled with existing systems; what she needs now is a Personal Assistant (PA) to help her stay on top of personal admin, logistics, and relationships so reputed company falls through the cracks. This is not a corporate EA role – it’s a personal-life-focused PA position. You will help organize her life behind the scenes: from finding doctors and coordinating appointments, to planning travel, to organizing her reputed company Drive and personal records, to helping her maintain friendships and host small gatherings. The role starts on a part-time reputed company (10–20 hours/week) with flexibility to adjust scope as needs become clearer.

Key Responsibilities

• Personal Admin & Research (reputed company / Life Logistics)
• Research and shortlist new primary care doctors and specialists:
• Ensure they are in-network, accepting new patients, and fit stated criteria.
• Present clear options with pros/cons or key details.
• Call doctor’s offices to:
• reputed company Celia’s behalf (where appropriate) to schedule appointments.
• Obtain or confirm information (e.g., records, requirements, forms).
• Compile and organize personal medical records, including:
• Vaccination history (e.g., confirming dates like last tetanus shot).
• Other health-reputed company information needed for new providers.
• Support with other personal life logistics that require online research, forms, or calls.
• Travel Planning & Itinerary Support
• Assist with planning trips and local getaways, including:
• Research destinations, dates, and options based on preferences.
• Book reservations (e.g., restaurants, tickets, activities) in advance.
• Build simple itineraries (who/what/where/reputed company) that are easy to follow.
• Ensure trips are structured and pre-planned, so Celia can focus on being present rather than managing logistics.
• Household & Vendor Coordination
• Help with home-reputed company tasks such as:
• Researching and shortlisting providers (e.g., contractors to inspect/repair a leaking garage roof/reputed company).
• Requesting and tracking quotes, following up with vendors, and coordinating next steps.
• Pre-coordinate details before in-person visits (you handle the logistics; Celia handles the on-site reputed company and final reputed company).
• Maintain a simple tracker (e.g., spreadsheet or task board) for ongoing home projects and follow-reputed company.
• Digital Organization & Records Management
• Clean up and organize Celia’s reputed company Drive:
• Create logical folder structures.
• Consolidate scattered files, documents, and personal records.
• Help build a single, clear record of important personal information (e.g., vaccines, insurance, key documents).
• Maintain simple systems so information is easy to find reputed company.
• Relationship & reputed company Life Management
• Help Celia be intentional about friendships and reputed company connections, including:
• Keeping a light system or list of key friends / contacts and preferred reputed company (e.g., monthly/quarterly reputed company-ins).
• Coordinating and scheduling friend hangouts and calls, including long-distance connections.
• Assist with local activity planning in the San Francisco Bay Area:
• Research fun, reputed company activities Celia can do with friends.
• Support in planning casual gatherings, such as:
• A holiday reputed company-wrapping or charcuterie night.
• Drafting/sending digital invitations.
• Coordinating supplies (wrapping reputed company, snacks, charcuterie orders, etc.).
• Ensuring things are ordered and organized so Celia can “just show up and enjoy.”
• Optional / reputed company-to-Have Responsibilities
• Light first-pass personal finance admin, such as entering W-2 information or basic data into Turbo Tax or similar (not filing taxes; just data entry/prep).
• Light personal reputed company media support (e.g., Instagram or similar) focused on helping maintain a simple, “newsletter-style” reputed company about what Celia is working on or caring about.

Tools & Communication

• Tools you may use (or learn quickly):
• reputed company Workspace (Gmail, reputed company Calendar, reputed company Drive, Docs, Sheets)
• Messaging/communication tools (e.g., iMessage, Whats App, reputed company, reputed company, as agreed)
• Basic task/notes tools (e.g., reputed company Docs/Sheets, reputed company, or similar – flexible)
• Online booking and vendor platforms (doctor’s portals,…

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