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 CEO’s home office to manage physical mail, shipping, and materials.

The Role : This role is designed to provide high-trust operational support across both personal and business needs. It is not a traditional administrative position. The ideal candidate is hands-on, proactive, and comfortable operating independently across a wide range of tasks.

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 3–6 months

Requirements

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

Valid driver’s 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 We’re 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 variety—from errands to operational support

Strong bias toward documentation and systems

Benefits

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