Hybrid Executive & Personal Assistant to Entrepreneur, Tucson, AZ (or within range for occasional commute)
A dynamic millennial business owner is seeking a proactive and highly organized Executive & Personal Assistant to support succession planning for two family businesses and oversee administrative functions across multiple income-generating ventures, including real estate. The role is hybrid, with the ideal candidate based in Tucson, AZ (or within range for occasional commute). The role requires strong project management skills, a service-oriented mindset, and the ability to handle sensitive and confidential information with discretion. This is a unique opportunity to work closely with an entrepreneur on a diverse set of ventures while gaining insight into family business succession, real estate, and strategic wealth management. Ad-hoc travel required.
About the Job:
· Provide comprehensive executive support, including scheduling meetings and calls, drafting emails, coordinating with financial, legal, and tax professionals, and organizing key documents such as “The Book.”
· Ensure follow-through on key tasks and deadlines such as tax submissions and business compliance requirements; translate verbal ideas into actionable tasks and to-do lists.
· Manage rental property operations, including property tax payments, tenant communications, contract generation, insurance tracking, and rental agreement execution through DocuSign.
· Organize and simplify rental and tax-related data (e.g., monthly income, charitable donations, annual totals) for ease of access and use in personal tax returns and planning.
· Support succession planning and operations for complex family business structures, including organizational chart navigation, and financial statement production.
· Provide household management and lifestyle support, including booking travel, overseeing home maintenance, managing vendors (chefs, cleaners, landscapers), and assisting with pets.
· Proactively address personal and professional needs—from coordinating guest visits to handling details like scheduling appointments.
About You:
· Self-driven and proactive—able to anticipate needs and independently generate solutions and next steps.
· Highly organized with a sharp attention to detail and strong project management skills.
· Discreet and emotionally mature—comfortable working with ultra-high-net-worth individuals (UHNWI) and maintaining strict confidentiality.
· Excellent communicator—clear, respectful, and responsive, with a friendly demeanor and sense of humor.
· Service-oriented and solutions-driven—committed to supporting the business owner in all aspects of life and work.
· Growth-minded—open to feedback and focused on continuous improvement.
· Financially and legally literate—capable of understanding tax and business documentation and terminology.
Minimum of five years in a related role.
· Tucson-based preferred; nearby time zones (e.g., Pacific, Mountain) or easily commutable is also welcome.
Competitive salary based on experience. Flexible schedule with core hours; occasional after-hours/weekend support may be needed.
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