Senior Personal Assistant

T+C Resources | Sr. Personal Assistant | Ross, California | Full-time

Job #11068

Compensation : $65 - $75 per hour, depending on experience

Our Private Client is seeking a Property Manager / Controller to manage financial operations and support decision-making across a multi-property household. This is a key role for someone who brings order, accuracy, and clarity to a complex environment.

This position is ideal for someone with strong financial and organizational skills who is interested in growing into a long-term leadership role in estate management.

What You’ll Do

Financial Management (Core Responsibility)

• Manage all incoming bills, invoices, and expenses
• Ensure accuracy, proper coding, and organization across properties and categories
• Execute bill pay with oversight from senior staff
• Track credit card usage and flag inconsistencies
• Maintain clean, reliable financial records

Reporting & Decision Support

• Build and maintain clear, simple reporting systems
• Track monthly spending and provide summaries
• Identify trends, errors, or inefficiencies
• Prepare information so leadership can make fast, informed decisions
• Systems & Process
• Create and improve systems for bill pay, approvals, and tracking
• Use spreadsheets and tools (including AI where helpful) to increase efficiency
• Ensure nothing falls through the cracks

Operational Support (Secondary )

• Track vendor contracts and payment schedules
• Assist with budgeting for properties and projects
• Act as a bridge between day-to-day execution and leadership
• Support special projects requiring organization and financial oversight

What This Role Is

• The financial control center of the household
• A role that requires judgment, precision, and follow-through
• A position with potential to grow into broader estate or operations leadership over time

Ideal Candidate:

5+ years experience in: Bookkeeping, small business finance, or family office support and operations or administrative finance roles

• Strong in Excel / Google Sheets
• Familiar with tools like QuickBooks and comfortable learning new systems, including AI tools
• Detail-oriented and highly organized
• Clear communicator who flags issues early

*Only local candidates will be considered*