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:

• 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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