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Senior Executive Assistant
Senior Executive AssistantCopia Resources, Inc. • San Ramon, CA, US
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Senior Executive Assistant

Senior Executive Assistant

Copia Resources, Inc. • San Ramon, CA, US
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Job description : Position Overview :

We are seeking a highly experienced and results-driven Executive & Personal Assistant to provide comprehensive support to the Founder and CEO of CR United Holdings and their family. CR United Holdings is a parent holding company with multiple subsidiaries in various states. This position combines high-level executive administrative support with personal household management, ensuring that both professional and private matters run efficiently and smoothly.

The ideal candidate will be very detailed oriented, proactive, solutions-oriented, and able to anticipate needs before they arise. They will act as a trusted gatekeeper, liaison, and right-hand partner to the Founder, enabling them to focus on strategy, leadership and growth initiatives.

This role requires exceptional discretion, a service-first mindset, and the ability to thrive in a fast-paced, dynamic environment where priorities can shift quickly.

Job Duties - Executive Support

Provide comprehensive administrative support to the Founder & CEO, ensuring professional operations run smoothly :

  • Maintain a complex, dynamic calendar for both internal and external meetings.
  • Proactively resolve scheduling conflicts and anticipate timing needs.
  • Ensure the executive is prepared with agendas, talking points, and materials before every meeting.
  • Act as the first point of contact, screening calls, emails, and messages.
  • Draft, edit, and send correspondence on behalf of the executive.
  • Ensure timely follow-up on all business communications.
  • Arrange business and personal travel, including flights, hotels, ground transportation, and itineraries.
  • Prepare detailed travel packets with necessary documentation and contingency plans.
  • Coordinate meeting logistics, including rooms, catering, and technology setup.
  • Capture meeting notes, assign follow-up tasks, and track completion.
  • Maintain a secure and organized filing system for contracts, reports, and sensitive documents.
  • Prepare reports and summaries for strategic decision-making.

Job Duties - Operational & Project Management

Take ownership of projects and support operational efficiency :

  • Prepare expense reports, budgets, and reconciliations for business accounts.
  • Conduct research and present findings for various initiatives or decisions.
  • Support philanthropic or community engagement activities, such as charity events or foundations.
  • Develop systems and workflows to improve organization and efficiency across both domains.
  • Provide oversight on long-term projects and initiatives.
  • Take on projects to coordinate departments execute responsibilities and tasks such as opening new field offices for the various subsidiaries.
  • Job Duties - Occasional Personal Support

    Ensure the smooth running of the executive's personal and household affairs :

  • Help manage personal appointments, family events, and social obligations.
  • Oversee some household management, including staff coordination (housekeepers, landscapers, vendors).
  • Handle personal errands such as shopping, reservations, and gift buying.
  • Assist with family travel arrangements and leisure itineraries.
  • Coordinate home maintenance and improvement projects, liaising with contractors and service providers.
  • Organize private events, dinners, and gatherings with attention to detail.
  • Day-to-Day Activities

    A typical day may include :

  • Reviewing the executive's schedule and preparing briefing notes.
  • Confirming travel details and ensuring documents are ready for upcoming trips.
  • Coordinating with internal teams to prepare materials for a key meeting.
  • Screening emails and responding to urgent messages.
  • Scheduling a contractor for home repairs and handling payment logistics.
  • Researching vacation options or finding a venue for a private dinner event.
  • Processing expense reports and tracking vendor invoices.
  • Providing a summary update to the executive at the end of the day.
  • Required Qualifications

    Experience

  • 8+ years of experience supporting C-level executives or senior leaders in a combined executive / personal assistant capacity.
  • Proven ability to manage both business and household responsibilities simultaneously.
  • Experience working in high-demand, fast-paced environments.
  • Technical Skills

  • Strong Proficiency in Microsoft Office Suite and Google Workspace (Gmail / Google Calendar, etc.).
  • Strong technical aptitude for scheduling systems, CRM platforms (Salesforce, and digital filing (Dropbox).
  • Core Competencies

  • Organization : Exceptional time management and ability to handle multiple priorities with grace.
  • Communication : Clear, professional written and verbal communication skills.
  • Confidentiality : Absolute discretion when handling sensitive business or personal information.
  • Initiative : Anticipates needs and acts proactively without needing detailed instructions.
  • Problem-Solving : Ability to quickly assess challenges and find effective solutions.
  • Adaptability : Comfortable pivoting as priorities shift throughout the day or week.
  • Work Environment & Expectations

  • Standard hours are typically 7 AM to 4 PM, with flexibility for evenings or weekends when needed.
  • Position may require travel for business or family support.
  • Must maintain a professional appearance and demeanor at all times.
  • This is an in-person position in our San Ramon, CA Headquarters.
  • Compensation & Benefits

  • Salary Range : $95,000 to $110,000 annually
  • Comprehensive benefits package, including healthcare, retirement plans, PTO, etc.
  • Opportunity for growth into Chief of Staff or other senior administrative roles.
  • Professional development opportunities, including training and networking events.
  • How to Apply

    Please submit the following to hr@crunitedholdings.com

  • Resume highlighting relevant experience.
  • Cover letter detailing why you are a fit for this unique role.
  • References (to be requested later in the process).
  • Use the subject line :

    "Application : Executive & Personal Assistant – CR United Holdings"

    Job Type : Full-time

    Benefits :

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
  • Education :

  • Associate (Required)
  • Experience :

  • executive or personal assistant : 8 years (Required)
  • License / Certification :

  • Driver's License (Required)
  • Ability to Commute :

  • This is an IN PERSON position ONLY. Please do not apply if you are not able to be in the office Monday - Friday.
  • San Ramon, CA 94583 (REQUIRED)
  • Willingness to travel :

  • 25% (Preferred)
  • Work Location : In person (REQUIRED)

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    Senior Executive Assistant • San Ramon, CA, US

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