Personal Assistant (Business/Finance)

Personal Assistant (Business)

Location: Russian Hill, San Francisco, CA | 94109
Employment Type: Part-Time | Approximately 20 hours/week
Schedule: Monday–Friday, flexible hours, with the ability to commit to one weekday evening until approximately 9:00 PM
Start Date: ASAP
Compensation: 40–48/hour, based on experience

About Us

We are seeking a smart, capable, and highly organized Personal Assistant to work directly with the Principal, supporting his business interests, investments, rental properties, and day-to-day administrative priorities.

Our household is already supported by a dedicated House Manager, instead, we are looking for someone who can become a trusted extension of the Principal - creating organization, follow-through, and greater efficiency across his professional and property-related priorities.

We value professionalism, initiative, curiosity, discretion, and clear communication. For the right person, this is a meaningful opportunity to learn, grow, and take on increasing responsibility over time.

Who You Are

You are bright, motivated, highly organized, and eager to build meaningful professional experience. You enjoy variety, can move easily between priorities, and are comfortable taking ownership while keeping someone informed along the way.

You may be early in your career or building toward a career in business, finance, real estate, or operations and looking for meaningful hands-on experience working directly alongside a Principal.

This role offers exposure to business operations, investments, rental properties, research, project coordination, and executive-level administrative support. We are excited to mentor someone who is curious, asks thoughtful questions, and wants to understand how these interests operate behind the scenes.

You don't need to know everything on day one. More important is that you are resourceful, professional, trustworthy, tech-savvy, and motivated to learn. For the right person, we see this as much more than a traditional Personal Assistant position.

Key Qualities & Requirements

- Highly organized with excellent attention to detail
- Proactive, self-directed, and comfortable taking ownership
- Strong written and verbal professional communication skills
- Tech-savvy and quick to learn new systems and platforms
- Strong administrative and organizational skills, with the ability to collaborate
- Resourceful and comfortable researching and problem-solving independently
- Discreet and trustworthy with confidential personal, business, and financial information
- Comfortable working independently while communicating progress clearly
- Genuine interest in business, finance, real estate, investments, or entrepreneurship
- Reliable personal vehicle and clean driving record
- Able to maintain a smoke-free environment
- Authorized to work in the United States
- Able to commit to approximately 20 hours per week
- Ideally interested in making a 1–2 year commitment and growing within the role

Executive & Personal Assistant Support

- Provide direct administrative support to the Principal
- Manage calendars, appointments, meetings, scheduling, and related logistics
- Organize documents, information, spreadsheets, files, and digital systems
- Conduct research and present clear, concise findings and recommendations
- Track follow-ups, deadlines, open items, and next steps
- Assist with correspondence, reservations, purchases, and administrative projects
- Create simple systems that improve organization and efficiency
- Help prioritize and coordinate multiple projects and competing needs
- Anticipate needs and provide proactive support as new priorities and projects arise

Business & Finance Support

- Provide administrative and project support across ongoing business interests
- Organize business and financial documents, records, spreadsheets, and digital files
- Assist with basic financial organization and tracking
- Research business, investment, finance, and real-estate-related topics
- Compile information and create clear summaries for review
- Support follow-up communication and coordination with professional contacts
- Track timelines, deliverables, outstanding action items, and project details
- Learn and support the systems behind the Principal's businesses and investments
- Take on increasing responsibility over time based on interest, aptitude, and experience

Rental Property Support

- Provide administrative coordination for rental properties
- Communicate and coordinate with vendors, service providers, and other property contacts
- Schedule maintenance, repairs, appointments, and property services
- Track open items and follow through to completion
- Organize property-related documents, invoices, records, and information
- Research vendors, services, pricing, and solutions as needed
- Help maintain organized systems and records for each property
- Support special projects and evolving property needs

Limited Family & Transportation Support

While this is primarily a Personal Assistant and business-support role, there is a limited family-support component, in coordination with the House Manager:

- Provide occasional evening reliable transportation support, including the ability to commit to one weekday evening until approximately 9:00 PM

How to Apply

Please submit a brief introduction telling us about yourself, your professional interests, and why this opportunity feels like a strong fit, along with your updated resume and three professional references with current contact information.

Finalists will be required to complete a background check as part of the hiring process.

When you apply with Sage Haus, you'll also be added to our candidate community email list where we occasionally share career opportunities, hiring updates, and household management resources. You may unsubscribe at any time