Part-Time Personal & Business Assistant

Our client is a busy CEO of a growing professional services business who requires hands-on local operational support. Their work involves both business and personal logistics and they are seeking a highly reliable execution-focused assistant who can take ownership of day-to-day tasks reduce friction and create simple systems to keep things running smoothly.

This is a trusted in-person role that blends practical execution with independent judgment. The successful candidate will work locally in Kelowna and will occasionally work from the CEOs home office to manage physical mail shipping and materials.

Personal Operations (Approx. 50%)

• Coordinate vehicle servicing maintenance scheduling detailing and logistics (including pickups/drop-offs)
  

• Run local errands including purchases returns and deliveries
  

• Collect sort scan and route physical mail
  

• Coordinate household and vendor interactions (repairs deliveries service providers)
  

• Research and book services appointments or purchases within approved budget limits
  

• Maintain inventory of household and personal supplies
  

• Handle miscellaneous execution tasks that free up executive time
  

• Document processes and preferred vendors into a simple personal operations playbook
  

Business Operations (Approx. 50%)

• Prepare package and ship marketing or event materials and swag
  

• Scan and deposit checks or manage physical financial documentation
  

• Collect sort and distribute business mail
  

• Coordinate logistics for small operational tasks or office needs
  

• Handle light procurement within approved spending authority
  

• Support execution related to events or business initiatives
  

• Organize and maintain documentation for recurring workflows
  

• Build and refine simple SOPs and checklists for repeatable tasks
  

Systems & Autonomy

• Document repeatable processes and workflows
  

• Create simple SOPs and checklists to enable independent execution
  

• Develop sound judgment around cost thresholds vendor selection and prioritization
  

• Progressively reduce the need for direct instruction
  

• Target full operational autonomy within 36 months
  

• Must live locally in or near Kelowna and be available for in-person tasks
  

• Valid drivers license and reliable vehicle
  

• Comfortable running errands and handling logistics independently
  

• Proven ability to work with minimal supervision and strong follow-through
  

• Strong organizational and time-management skills
  

• High level of discretion and comfort handling both personal and business matters confidentially
  

• Basic technical skills (scanning shipping platforms email task tracking document organization)
  

• Ability to prioritize in a fast-moving sometimes ambiguous environment
  

• Experience in operations executive assistance logistics or coordination is an asset
  

Personal Attributes Were Looking For

• High ownership mindset
  

• Action-oriented and execution-focused
  

• Detail-oriented and organized
  

• Resourceful problem solver
  

• Calm under shifting priorities
  

• Trustworthy and financially responsible
  

• Comfortable making judgment calls within defined boundaries
  

• No ego around task varietyfrom errands to operational support
  

• Strong bias toward documentation and systems
  

• Hours: Approximately 20 hours per week mostly set hours during each week day with some flexibility
  

• Mileage: Reimbursed at standard rates
  

• Expenses: Predefined discretionary spending thresholds with reimbursement or company payment methods provided
  

• Work Environment: High-trust autonomy-driven role with variety and impact
  

• Growth Opportunity: Potential for role expansion into broader operations coordination as trust and scope increase
  

• Optional Performance Upside: Potential bonuses tied to reliability autonomy achieved and process improvements