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Personal Assistant

Personal Assistant

Top Prospect GroupBeacon Falls, CT, US
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Job Description

Strong Personal Assistant to a Multi-Entity Entrepreneur

A Strong Personal Assistant (PA) is a highly organized, business-savvy professional who supports a busy entrepreneur managing multiple businesses, including real estate holdings. This role requires strong tech skills , solid business and financial acumen , and a working knowledge of legal, accounting, and compliance frameworks —with the ability to keep operations organized, efficient, and compliant.

Core Competencies :

  • Business Acumen : Understands multi-entity operations, including real estate investments, property management, and business workflows.
  • Legal & Compliance Awareness : Familiar with contracts, operating agreements, leases, filings, and regulatory obligations.
  • Accounting Literacy : Proficient in reviewing P&Ls, tracking expenses, coordinating with accountants, and managing invoices.
  • Excel Expertise : Strong skills in Excel for financial tracking, reporting, modeling, and data organization.
  • Tech Proficiency : Confident using tools like Google Workspace, Microsoft 365, e-signature platforms, CRMs, and project / task management software.
  • Organizational Mastery : Maintains organized cloud-based filing systems, tracks deadlines, manages documents across entities, and handles electronic filings with precision.
  • Real Estate Understanding : Able to support property acquisition, management, leases, escrow tracking, and related documentation.

Key Responsibilities :

  • Manage calendars, communications, and follow-ups across businesses.
  • Organize and maintain legal, financial, and compliance documentation.
  • Track real estate deals, leases, expenses, and property deadlines.
  • Build and maintain Excel trackers for financials, projects, and reporting.
  • Liaise with legal, accounting, and property management teams.
  • Anticipate needs, solve problems, and ensure operational flow.

    • This role is ideal for someone who is detail-oriented, resourceful, and capable of supporting high-level business activity with minimal oversight .

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    Personal Assistant • Beacon Falls, CT, US