Executive/Personal Assistant to the CEO

About Royal Pacific Funding dba BluePoint Mortgage:

We are a rapidly growing wholesale mortgage loan lender based in Newport Beach, CA, serving independent mortgage brokers, loan officers, and loan originators. We offer a range of innovative mortgage solutions including zero down FHA home loans and loans tailored to self-employed borrowers.

Salary:

$25-35/hr

Dependent on Experience

Job Description:

We are looking for a highly organized and efficient Executive/Personal Assistant to the CEO to provide administrative support and help optimize our executives’ time. The ideal candidate will be proactive, detail-oriented, and able to manage multiple tasks simultaneously. Some accounting experience is a preferred.

Responsibilities:

• Manage and maintain the CEO’s personal and professional calendar, scheduling meetings and appointments.

• Prepare, review, and respond to correspondence, presentations, and reports.

• Coordinate travel arrangements and accommodations.

• Act as a liaison between the CEO and internal departments.

• Assist with special projects as directed.

• Assist with CEO’s personal family errands, commitments, and appointments.

• Drive for personal errands and occasional family-related appointments; valid driver’s license required

• Maintain personal financial records in QuickBooks.

• Prepare monthly personal financial statements.

• Prepare checks from various accounts, both personal and organizational.

• Manage and maintain payments for specific projects and initiatives

• Coordinate transportation and attend medical appointments.

• Handle miscellaneous personal errands and tasks.

Qualifications:

• Familiarity with Microsoft programs such as Outlook and Excel.

• Excellent written and verbal communication skills.

• Ability to multitask and prioritize tasks effectively.

• Discretion and confidentiality are essential.

• Some Accounting experience or familiarity with financial recordkeeping is required.

• Valid driver’s license and ability to drive for errands and family-related appointments.