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