Personal Assistant Job at Top Prospect Group, Beacon Falls, CT

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  • Top Prospect Group
  • Beacon Falls, CT

Job Description

Strong Personal Assistant to a Multi-Entity Entrepreneur A Strong Personal Assistant (PA) is a highly organized, business-savvy professional who supports a busy entrepreneur managing multiple businesses, including real estate holdings. This role requires strong tech skills , solid business and financial acumen , and a working knowledge of legal, accounting, and compliance frameworks —with the ability to keep operations organized, efficient, and compliant. Core Competencies: Business Acumen: Understands multi-entity operations, including real estate investments, property management, and business workflows. Legal & Compliance Awareness: Familiar with contracts, operating agreements, leases, filings, and regulatory obligations. Accounting Literacy: Proficient in reviewing P&Ls, tracking expenses, coordinating with accountants, and managing invoices. Excel Expertise: Strong skills in Excel for financial tracking, reporting, modeling, and data organization. Tech Proficiency: Confident using tools like Google Workspace, Microsoft 365, e-signature platforms, CRMs, and project/task management software. Organizational Mastery: Maintains organized cloud-based filing systems, tracks deadlines, manages documents across entities, and handles electronic filings with precision. Real Estate Understanding: Able to support property acquisition, management, leases, escrow tracking, and related documentation. Key Responsibilities: Manage calendars, communications, and follow-ups across businesses. Organize and maintain legal, financial, and compliance documentation. Track real estate deals, leases, expenses, and property deadlines. Build and maintain Excel trackers for financials, projects, and reporting. Liaise with legal, accounting, and property management teams. Anticipate needs, solve problems, and ensure operational flow. This role is ideal for someone who is detail-oriented, resourceful, and capable of supporting high-level business activity with minimal oversight .

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