Copia Resources, Inc.
Senior Executive Assistant
Copia Resources, Inc., San Ramon, California, United States, 94583
We are seeking a highly experienced and results-driven Executive & Personal Assistant to provide comprehensive support to the Founder and CEO of CR United Holdings and their family.
The ideal candidate will be very detailed oriented, proactive, solutions-oriented, and able to anticipate needs before they arise. They will act as a trusted gatekeeper, liaison, and right-hand partner to the Founder, enabling them to focus on strategy, leadership and growth initiatives.
This role requires exceptional discretion, a service-first mindset, and the ability to thrive in a fast-paced, dynamic environment where priorities can shift quickly.
Job Duties - Executive Support
Provide comprehensive administrative support to the Founder & CEO, ensuring professional operations run smoothly: Maintain a complex, dynamic calendar for both internal and external meetings. Proactively resolve scheduling conflicts and anticipate timing needs. Ensure the executive is prepared with agendas, talking points, and materials before every meeting. Act as the first point of contact, screening calls, emails, and messages. Draft, edit, and send correspondence on behalf of the executive. Ensure timely follow-up on all business communications. Arrange business and personal travel, including flights, hotels, ground transportation, and itineraries. Prepare detailed travel packets with necessary documentation and contingency plans. Coordinate meeting logistics, including rooms, catering, and technology setup. Capture meeting notes, assign follow-up tasks, and track completion. Maintain a secure and organized filing system for contracts, reports, and sensitive documents. Prepare reports and summaries for strategic decision-making. Job Duties - Operational & Project Management
Take ownership of projects and support operational efficiency: Prepare expense reports, budgets, and reconciliations for business accounts. Conduct research and present findings for various initiatives or decisions. Support philanthropic or community engagement activities, such as charity events or foundations. Develop systems and workflows to improve organization and efficiency across both domains. Provide oversight on long-term projects and initiatives. Take on projects to coordinate departments execute responsibilities and tasks such as opening new field offices for the various subsidiaries. Job Duties - Occasional Personal Support
Ensure the smooth running of the executive’s personal and household affairs: Help manage personal appointments, family events, and social obligations. Oversee some household management, including staff coordination (housekeepers, landscapers, vendors). Handle personal errands such as shopping, reservations, and gift buying. Assist with family travel arrangements and leisure itineraries. Coordinate home maintenance and improvement projects, liaising with contractors and service providers. Organize private events, dinners, and gatherings with attention to detail. Day-to-Day Activities
A typical day may include: Reviewing the executive’s schedule and preparing briefing notes. Confirming travel details and ensuring documents are ready for upcoming trips. Coordinating with internal teams to prepare materials for a key meeting. Screening emails and responding to urgent messages. Scheduling a contractor for home repairs and handling payment logistics. Researching vacation options or finding a venue for a private dinner event. Processing expense reports and tracking vendor invoices. Providing a summary update to the executive at the end of the day. Required Qualifications
Experience 8+ years of experience supporting C-level executives or senior leaders in a combined executive/personal assistant capacity. Proven ability to manage both business and household responsibilities simultaneously. Experience working in high-demand, fast-paced environments. Technical Skills Strong Proficiency in Microsoft Office Suite and Google Workspace (Gmail / Google Calendar, etc.). Strong technical aptitude for scheduling systems, CRM platforms (Salesforce, and digital filing (Dropbox). Core Competencies Organization: Exceptional time management and ability to handle multiple priorities with grace. Communication: Clear, professional written and verbal communication skills. Confidentiality: Absolute discretion when handling sensitive business or personal information. Initiative: Anticipates needs and acts proactively without needing detailed instructions. Problem-Solving: Ability to quickly assess challenges and find effective solutions. Adaptability: Comfortable pivoting as priorities shift throughout the day or week. Work Environment & Expectations
Standard hours are typically 7 AM to 4 PM, with flexibility for evenings or weekends when needed. Position may require travel for business or family support. Must maintain a professional appearance and demeanor at all times. This is an in-person position in our San Ramon, CA Headquarters. Salary Range: $95,000 to $110,000 annually Comprehensive benefits package, including healthcare, retirement plans, PTO, etc. Opportunity for growth into Chief of Staff or other senior administrative roles. Professional development opportunities, including training and networking events. How to Apply
Please submit the following to hr@crunitedholdings.com Cover letter detailing why you are a fit for this unique role. References (to be requested later in the process). Use the subject line: “Application: Executive & Personal Assistant – CR United Holdings” CR United Holdings is an equal opportunities employer and welcomes applications from diverse candidates.
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Provide comprehensive administrative support to the Founder & CEO, ensuring professional operations run smoothly: Maintain a complex, dynamic calendar for both internal and external meetings. Proactively resolve scheduling conflicts and anticipate timing needs. Ensure the executive is prepared with agendas, talking points, and materials before every meeting. Act as the first point of contact, screening calls, emails, and messages. Draft, edit, and send correspondence on behalf of the executive. Ensure timely follow-up on all business communications. Arrange business and personal travel, including flights, hotels, ground transportation, and itineraries. Prepare detailed travel packets with necessary documentation and contingency plans. Coordinate meeting logistics, including rooms, catering, and technology setup. Capture meeting notes, assign follow-up tasks, and track completion. Maintain a secure and organized filing system for contracts, reports, and sensitive documents. Prepare reports and summaries for strategic decision-making. Job Duties - Operational & Project Management
Take ownership of projects and support operational efficiency: Prepare expense reports, budgets, and reconciliations for business accounts. Conduct research and present findings for various initiatives or decisions. Support philanthropic or community engagement activities, such as charity events or foundations. Develop systems and workflows to improve organization and efficiency across both domains. Provide oversight on long-term projects and initiatives. Take on projects to coordinate departments execute responsibilities and tasks such as opening new field offices for the various subsidiaries. Job Duties - Occasional Personal Support
Ensure the smooth running of the executive’s personal and household affairs: Help manage personal appointments, family events, and social obligations. Oversee some household management, including staff coordination (housekeepers, landscapers, vendors). Handle personal errands such as shopping, reservations, and gift buying. Assist with family travel arrangements and leisure itineraries. Coordinate home maintenance and improvement projects, liaising with contractors and service providers. Organize private events, dinners, and gatherings with attention to detail. Day-to-Day Activities
A typical day may include: Reviewing the executive’s schedule and preparing briefing notes. Confirming travel details and ensuring documents are ready for upcoming trips. Coordinating with internal teams to prepare materials for a key meeting. Screening emails and responding to urgent messages. Scheduling a contractor for home repairs and handling payment logistics. Researching vacation options or finding a venue for a private dinner event. Processing expense reports and tracking vendor invoices. Providing a summary update to the executive at the end of the day. Required Qualifications
Experience 8+ years of experience supporting C-level executives or senior leaders in a combined executive/personal assistant capacity. Proven ability to manage both business and household responsibilities simultaneously. Experience working in high-demand, fast-paced environments. Technical Skills Strong Proficiency in Microsoft Office Suite and Google Workspace (Gmail / Google Calendar, etc.). Strong technical aptitude for scheduling systems, CRM platforms (Salesforce, and digital filing (Dropbox). Core Competencies Organization: Exceptional time management and ability to handle multiple priorities with grace. Communication: Clear, professional written and verbal communication skills. Confidentiality: Absolute discretion when handling sensitive business or personal information. Initiative: Anticipates needs and acts proactively without needing detailed instructions. Problem-Solving: Ability to quickly assess challenges and find effective solutions. Adaptability: Comfortable pivoting as priorities shift throughout the day or week. Work Environment & Expectations
Standard hours are typically 7 AM to 4 PM, with flexibility for evenings or weekends when needed. Position may require travel for business or family support. Must maintain a professional appearance and demeanor at all times. This is an in-person position in our San Ramon, CA Headquarters. Salary Range: $95,000 to $110,000 annually Comprehensive benefits package, including healthcare, retirement plans, PTO, etc. Opportunity for growth into Chief of Staff or other senior administrative roles. Professional development opportunities, including training and networking events. How to Apply
Please submit the following to hr@crunitedholdings.com Cover letter detailing why you are a fit for this unique role. References (to be requested later in the process). Use the subject line: “Application: Executive & Personal Assistant – CR United Holdings” CR United Holdings is an equal opportunities employer and welcomes applications from diverse candidates.
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