Strong Personal Assistant To Multi-Entity Entrepreneur
We are seeking a highly organized, business-savvy Personal Assistant to support a busy entrepreneur managing multiple businesses including real estate holdings. This is a critical role for a proactive professional with strong tech skills, business acumen, and working knowledge of legal, accounting, and compliance frameworks. You will keep operations efficient, organized, and compliant across diverse ventures.
Core competencies include :
Business acumen : Understand multi-entity operations, including real estate investments, property management, and complex workflows
Legal & compliance awareness : Comfortable managing contracts, operating agreements, leases, filings, and regulatory requirements
Accounting literacy : Review P&Ls, track expenses, coordinate with accountants, and manage invoices
Excel expertise : Advanced Excel skills for financial tracking, reporting, modeling, and data organization
Tech proficiency : Skilled in Google Workspace, Microsoft 365, e-signature platforms, CRMs, and project / task management tools
Organizational mastery : Maintain organized cloud filing systems, track deadlines, manage documents and electronic filings accurately
Real estate knowledge : Support property acquisitions, lease management, escrow tracking, and related documentation
Key responsibilities include :
Manage calendars, communications, and follow-ups across multiple businesses
Organize and maintain legal, financial, and compliance documents for various entities
Track real estate deals, leases, expenses, and property-related deadlines
Build and maintain detailed Excel trackers for financials, projects, and reporting
Liaise effectively with legal counsel, accountants, and property management teams
Anticipate needs, solve problems independently, and ensure smooth operational flow
Ideal candidates are :
Detail-oriented and highly resourceful
Comfortable working with minimal supervision
Experienced supporting entrepreneurs or executives with complex, multi-entity operations
Strong communicator and problem solver
Ready to bring your organizational and business skills to a fast-paced, multi-entity environment? Apply today!
Personal Assistant • Beacon Falls, CT, US