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  1. Home
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  3. accounting & finance
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  5. Senior Personal Assistant | Controller
DM Estate Staffing logo

Senior Personal Assistant | Controller

Not Disclosed•Full-TimeHybrid

location_onHybrid

Apply Now

A well-established Marin County family with multiple properties is seeking a Senior Personal Assistant and Household Controller to join their team. This newly created role was born out of growth, designed for a senior operator who can bring financial discipline and personal support together under one roof for a household that runs at a high level.

The ideal candidate is an experienced Personal Assistant with genuine financial acumen. You will be comfortable reviewing vendor contracts, managing invoice coding across multiple entities, and working closely with an outside accounting firm, while also rolling up your sleeves on the personal support side. You bring calm, competence, and discretion to everything you touch.

This is a full-time hybrid role. The team comes together for a weekly meeting, but beyond that, your schedule will vary. Some days will be spent on-site across the family's properties, while others will be dedicated to remote work. Occasional local travel within California may be required.

DM Estate Staffing is a domestic staffing firm headquartered in Silicon Valley, dedicated to connecting exceptional Private Service Professionals with private clients and family offices across the United States. Built over more than a decade on referrals and repeat clients, we have grown thoughtfully by doing one thing well: finding the right person for the right home.

Every member of our recruiting team has worked personally in the homes of prominent private clients, as estate managers, private chefs, household leaders, and more. That lived experience is what sets us apart. We don't just understand private service in theory; we've navigated its nuances, its demands, and its deeply personal nature from the inside. That perspective shapes every search we conduct and every candidate we represent.

We encourage you to regularly explore our job board and apply for any roles that align with your experience and aspirations. When your background aligns with what our clients are looking for, we will be in touch. We hope to have the opportunity to work with you soon.

Work location

Work model: Hybrid

location_on

Hybrid

Key Responsibilities

  • check_circle

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Frequently asked questions about Senior Personal Assistant | Controller at DM Estate Staffing

What does a Senior Personal Assistant | Controller at DM Estate Staffing do?expand_more
In this Senior Personal Assistant | Controller at DM Estate Staffing role, you will review and process invoices across multiple properties and vendor contracts; manage employee credit card expense tracking and receipt reconciliation; work within quickbooks to support financial organization and reporting; and audit and maintain vendor contracts, flagging irregularities or renewal windows.
What are the requirements for this Senior Personal Assistant | Controller role?expand_more
DM Estate Staffing is looking for candidates who meet the following requirements: Minimum 7 years experience in Personal Assistant, Chief of Staff, or comparable role; Proficiency in QuickBooks or similar accounting software; Valid driver's license; Legally authorized to work in the US; and Must be willing to undergo background check and provide references.
Where is the Senior Personal Assistant | Controller role at DM Estate Staffing located?expand_more
Senior Personal Assistant | Controller at DM Estate Staffing is based in Hybrid. This is a hybrid role.
Is this Senior Personal Assistant | Controller job remote, hybrid, or on-site?expand_more
DM Estate Staffing has listed this Senior Personal Assistant | Controller role as hybrid.
Recrutus

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Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Job seekers
Browse jobsCompanies hiringRemote jobsJobs by location
Review and process invoices across multiple properties and vendor contracts
  • check_circleManage employee credit card expense tracking and receipt reconciliation
  • check_circleWork within QuickBooks to support financial organization and reporting
  • check_circleAudit and maintain vendor contracts, flagging irregularities or renewal windows
  • check_circleTrack event-related expenses and logistics in coordination with the staff
  • check_circleProvide senior-level personal assistance including calendar management and scheduling
  • check_circleServe as a reliable point of contact and go-between for staff, vendors, and principals
  • Requirements

    • verifiedMinimum 7 years experience in Personal Assistant, Chief of Staff, or comparable role
    • verifiedProficiency in QuickBooks or similar accounting software
    • verifiedValid driver's license
    • verifiedLegally authorized to work in the US
    • verifiedMust be willing to undergo background check and provide references

    Nice to Have

    Experience within a private household or family office setting.

    Benefits & Perks

    check_circleHealth insurance benefitscheck_circleTravel stipend
    DM Estate Staffing logo
    Company

    DM Estate Staffing

    Industry

    accounting & finance

    View company profilearrow_forwardlanguageWebsite
    Quick Overview

    Experience

    7+ yrs (Senior)

    Job Type

    Full-Time

    Skills Required

    QuickbooksInvoice CodingVendor ManagementExpense TrackingReceipt ReconciliationCalendar ManagementSchedulingReservationsEvent LogisticsContract Auditing
    arrow_forward
    How much experience is required for this Senior Personal Assistant | Controller role?expand_more
    Senior Personal Assistant | Controller at DM Estate Staffing typically requires 7+ years of relevant experience at the senior level.
    What skills do you need for the Senior Personal Assistant | Controller role at DM Estate Staffing?expand_more
    Key skills for Senior Personal Assistant | Controller at DM Estate Staffing include Quickbooks; Invoice Coding; Vendor Management; Expense Tracking; Receipt Reconciliation; Calendar Management; Scheduling; and Reservations.
    What category does the Senior Personal Assistant | Controller role belong to?expand_more
    Senior Personal Assistant | Controller at DM Estate Staffing is part of the accounting & finance job category on Recrutus.
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    Top categories
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