Description
Position Overview:
The Personal Assistant is responsible for supporting the Company’s Co-Founder by performing a variety of administrative tasks. The responsibilities include managing calendars, making travel arrangements, and supporting the Co-founder with day-to-day tasks to allow for focus on strategy, and on growth. S/he must be well-organized, have exceptional time management skills and be able to anticipate needs while acting with minimal guidance.
Key Responsibilities:
- Seeking a highly capable Personal Assistant to directly support Co-Founder with daily operations, project coordination, communications, and administrative execution
- Support selects personal tasks to reduce executive cognitive load
- The ideal candidate is organized, proactive, discreet, and capable of handling both professional and personal tasks with precision and judgment
- Manage calendars, scheduling, reminders, and time-blocking
- Assist with travel planning, reservations, and itineraries
- Coordinate appointments and scheduling conflicts
- Coordinate meetings, calls, and follow-ups
- Act as a point of contact for inbound communications when appropriate
- Draft, format, proofread, and organize documents and reports
- Track project timelines, deliverables, and outstanding tasks
- Draft and manage emails on behalf of the executive (as directed)
- Handle phone calls, scheduling requests, and general correspondence
- Maintain professional tone, clarity, and discretion in all communications
- Administrative Support
- Run business-related errands as needed
- Anticipate needs and proactively solve problems before they escalate
- This is a high-trust position requiring confidentiality, reliability, trustworthiness and strong independent decision-making
- Experience as Personal Assistant, or similar role
- Exceptional organizational and time-management skills
- Strong written and verbal communication abilities
- Ability to manage multiple priorities without constant oversight
- Comfortable operating in fast-moving, evolving environments
- Proficient with common productivity tools (email, calendars, documents, cloud storage)
- Ability to quickly learn new systems and workflows
- Ability to quickly adapt
- Proactive rather than reactive
- Detail-oriented with strong follow-through
- Calm under pressure, adaptable, and solution-focused
- Able to take direction, then execute independently
Requirements
Education/Experience:
- High school diploma required; bachelor’s degree preferred
- A minimum of five (2) years’ experience
- Microsoft Office Skills, with an ability to become familiar with other programs and software
- Strong organizational, project management and problem-solving skills
- Exceptional interpersonal skills
- Excellent customer service orientation and professional demeanor
Language:
- English preferred, Bi-Lingual (English/Spanish) desired.
Compensation:
- PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.
Skills Required
- High school diploma
- Bachelor's degree
- Minimum of five (2) years' experience in a Personal Assistant or similar role
- Proficient with Microsoft Office
- Proficient with email, calendar management, document editing, and cloud storage
- Exceptional organizational and time-management skills
- Strong written and verbal communication abilities
- Ability to manage multiple priorities and work independently
- Discretion, confidentiality, reliability, and strong decision-making
- Excellent customer service orientation and professional demeanor
- Bilingual English/Spanish
What We Do
Panorama Mortgage Group, LLC (d/b/a SimplyPMG) is a leading independent mortgage bank and nonbank lender providing a variety of loan products, including government, portfolio, renovation, and conventional loans. With a focus on increasing family wealth through homeownership, particularly for first-time Hispanic homebuyers, the company offers purchase, refinancing, and cash-out options through a simplified, digital-first mortgage platform.
