Personal Assistant – Operations & Documentation
We are seeking a highly organized, dependable Personal Assistant – Operations & Documentation to support the Broker/Owner with company paperwork, documentation coordination, and operational follow-through.
Join our team-oriented office and grow with us!
Pemberley Realty
4645 Park Blvd.
San Diego, CA 92116
Apply in person:
Monday–Friday, between 9:00 AM – 5:00 PM
Please drop off your resume at the office.
Core Responsibilities
Company Paperwork & Documentation
- Gather, organize, and maintain company records and files
- Prepare and track annual renewals, meeting minutes, and compliance documents
- Maintain orderly digital and physical filing systems
Financial & Legal Documentation Coordination
- Gather financial records for lenders and refinancing requests
- Coordinate documentation for loan eligibility and underwriting
- Collect and organize documents for trust attorneys, legal counsel, and CPAs
- Track document requests to completion and follow up as needed
Operations & Follow-Through Support
- Track open tasks, deadlines, and documentation requests
- Coordinate with Accounting, Property Management, and leadership
- Ensure documents are accurate, complete, and submitted on time
- Assist with internal projects and operational initiatives
Who This Role Is Ideal For
- Highly organized, detail-oriented individuals
- Someone who enjoys paperwork, structure, and follow-through
- Comfortable working with sensitive and confidential information
- Strong communicator who can coordinate with professionals
- Calm, reliable, and process-driven
Skills & Qualifications
- Excellent organizational and time-management skills
- Strong written and verbal communication
- High attention to detail
- Comfortable using digital systems and document platforms
- Ability to manage multiple requests without losing accuracy