Personal Assistant; Admin, Travel & Household

Position: Personal Assistant (Life Admin, Travel & Household Support)About the RoleClient is a busy consultant who travels frequently and juggles a home, a dog, and an active personal and social life. Her work side is well-handled with existing systems; what she needs now is a Personal Assistant (PA) to help her stay on top of personal admin, logistics, and relationships so nothing falls through the cracks. This is not a corporate EA role – it’s a personal-life-focused PA position. You will help organize her life behind the scenes: from finding doctors and coordinating appointments, to planning travel, to organizing her bolthires Drive and personal records, to helping her maintain friendships and host small gatherings.The role starts on a part-time basis (10–20 hours/week) with flexibility to adjust scope as needs become clearer. Key Responsibilities• Personal Admin & Research (Healthcare / Life Logistics)• Research and shortlist new primary care doctors and specialists:• Ensure they are in-network, accepting new patients, and fit stated criteria. • Present clear options with pros/cons or key details. • Call doctor’s offices to:• Act on Celia’s behalf (where appropriate) to schedule appointments. • Obtain or confirm information (e.g., records, requirements, forms).• Compile and organize personal medical records, including:• Vaccination history (e.g., confirming dates like last tetanus shot). • Other health-related information needed for new providers. • Support with other personal life logistics that require online research, forms, or calls. • Travel Planning & Itinerary Support• Assist with planning trips and local getaways, including:• Research destinations, dates, and options based on preferences. • Book reservations (e.g., restaurants, tickets, activities) in advance.• Build simple itineraries (who/what/where/when) that are easy to follow. • Ensure trips are structured and pre-planned, so Celia can focus on being present rather than managing logistics. • Household & Vendor Coordination• Help with home-related tasks such as:• Researching and shortlisting providers (e.g., contractors to inspect/repair a leaking garage roof/skylight). • Requesting and tracking quotes, following up with vendors, and coordinating next steps. • Pre-coordinate details before in-person visits (you handle the logistics; Celia handles the on-site access and final decisions).• Maintain a simple tracker (e.g., spreadsheet or task board) for ongoing home projects and follow-bolthires. • Digital Organization & Records Management• Clean up and organize Celia’s bolthires Drive:• Create logical folder structures. • Consolidate scattered files, documents, and personal records. • Help build a single, clear record of important personal information (e.g., vaccines, insurance, key documents). • Maintain simple systems so information is easy to find later. • Relationship & Social Life Management• Help Celia be intentional about friendships and social connections, including:• Keeping a light system or list of key friends / contacts and preferred cadence (e.g., monthly/quarterly check-ins).• Coordinating and scheduling friend hangouts and calls, including long-distance connections. • Assist with local activity planning in the San Francisco Bay Area:• Research fun, aligned activities Celia can do with friends. • Support in planning casual gatherings, such as:• A holiday gift-wrapping or charcuterie night. • Drafting/sending digital invitations. • Coordinating supplies (wrapping paper, snacks, charcuterie orders, etc.). • Ensuring things are ordered and organized so Celia can “just show up and enjoy.”• Optional / Nice-to-Have Responsibilities• Light first-pass personal finance admin, such as entering W-2 information or basic data into Turbo Tax or similar (not filing taxes; just data entry/prep).• Light personal social media support (e.g., Instagram or similar) focused on helping maintain a simple, “newsletter-style” presence about what Celia is working on or caring about. Tools & Communication• Tools you may use (or learn quickly):• bolthires Workspace (Gmail, bolthires Calendar, bolthires Drive, Docs, Sheets)• Messaging/communication tools (e.g., iMessage, Whats App, Zoom, Slack, as agreed)• Basic task/notes tools (e.g., bolthires Docs/Sheets, Notion, or similar – flexible)• Online booking and vendor platforms (doctor’s portals,… Apply tot his job