Executive Personal Assistant na KSI

Executive Personal Assistant
Location: Tempe, AZ | In-Office

Are you a financially savvy problem-solver who thrives on creating order out of complexity? Do you enjoy working as a trusted right hand to a high-level executive—balancing personal, financial, and business priorities with precision and foresight?

We are assisting a busy executive in Tempe with hiring a strategic and operationally skilled Personal & Executive Assistant. This is a rare opportunity to step into a high-impact role where your financial acumen, organizational skills, and ability to leverage technology will directly influence both personal and professional success.

This is not a standard assistant position—it is a unique opportunity to apply your strategic thinking, financial acumen, and operational expertise in a way that directly shapes the success of both personal and professional priorities. You’ll work side by side with a driven executive, ensuring systems run smoothly, decisions are well supported, and time is focused on what matters most.

What You’ll Do

This role blends Personal Assistant (approx. 80%) and Executive Assistant (approx. 20%) responsibilities:

• Personal Assistant Focus (80%)
  

• • Manage personal finances and bookkeeping using Quicken

• • Coordinate with banks, investment groups, and advisors

• • Support real estate, insurance, and estate planning activities

• • Oversee tax processes and financial recordkeeping

• • Handle household management, personal appointments, and errands

• Executive Assistant Focus (20%)
  

• • Manage complex calendars, email, and correspondence

• • Prepare documents, presentations, and meeting summaries

• • Coordinate travel arrangements and logistics

• • Provide operational support across multiple companies

• • Assist with workflow optimization and ad hoc business challenges

What We’re Looking For

• Proven experience as a Personal or Executive Assistant supporting a senior leader, entrepreneur, or family office environment

• Strong financial acumen and proficiency with Quicken

• Advanced skills with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

• Tech-savvy, with the ability to leverage digital tools, apps, and AI solutions

• Exceptional organizational and time management skills; thrives on juggling competing priorities

• Professional discretion and judgment when handling sensitive personal and financial matters

• Strong written and verbal communication skills

• Proactive, reliable, and resourceful—able to anticipate needs and solve problems before they arise

• Experience coordinating with external advisors, service providers, and stakeholders

• Flexibility and adaptability to adjust in a fast-paced, evolving environment

Why This Role Stands Out

This position offers the chance to work closely with a driven executive in a high-impact, trusted capacity. You’ll directly influence his ability to focus on high-level priorities by ensuring personal and professional life run seamlessly. Beyond traditional support, this role allows you to leverage financial skills, operational oversight, and technology to introduce systems, improve workflows, and make a meaningful difference every day.

Work Location:

• One location

Work Remotely:

• No

KSI’s Talent Acquisition Team partners with companies to assist with their hiring needs. All positions are direct-to-hire opportunities with the employer.