Job Description
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 [email protected]
- 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:
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:
Work Location: In person (REQUIRED)
Job Tags
Full time, For contractors, Work at office, Monday to Friday, Shift work, Weekend work, Afternoon shift,