I am looking for a highly organized, detail-oriented, and dependable administrative assistant to help organize a backlog of personal and business mail, bills, invoices, and general paperwork.

This is a short-term project and is not a full-time or daily position. The primary goal is to sort and organize documents, identify items that require attention, create a clear tracking system, and help establish an easy-to-maintain filing process going forward.

Responsibilities
-Sort and organize personal and business mail and paperwork
-Separate personal and business documents
-Categorize documents into an organized filing system
-Identify bills, invoices, notices, renewals, and other items requiring follow-up
-Create and maintain a spreadsheet tracking:
Company/vendor
Amount due
Due date
Type of expense
Personal or business
Status/action required
-Identify overdue or time-sensitive items
-Scan and organize important documents
-Create an organized digital filing system using Google Drive, Dropbox, or similar platforms
-Prepare a final summary of outstanding items that require attention
-Help establish a simple system for processing future mail and paperwork

Types of Documents May Include
-Insurance correspondence
-Utility bills
-Vehicle/DMV documents
-Credit card statements
-Government notices
-Tax-related documents
-Business invoices
-Vendor bills
-Licenses and renewals
-Legal correspondence
-Household expenses
-General business and administrative paperwork

Ideal Candidate
The ideal candidate is:
-Extremely organized and detail-oriented
-Reliable, professional, and trustworthy
-Comfortable working with spreadsheets and administrative documents
-Experienced with Excel or Google Sheets
-Familiar with Google Drive, Dropbox, or similar document-management systems
-Comfortable organizing bills, invoices, and financial paperwork
-Able to distinguish between personal and business documents
-Able to work independently and follow clear instructions
-Good at identifying items that may require follow-up or immediate attention
-Bookkeeping or accounts-payable experience is a plus
-QuickBooks Online experience is a plus

Confidentiality & Security
-Because this project involves personal and business documents, confidentiality and discretion are extremely important.
-The selected candidate may be required to sign a confidentiality agreement. References may also be requested, and additional screening may be conducted as appropriate.
-This position does not involve handling money or making financial transactions. You will not be authorized to access bank accounts, transfer funds, make payments, or manage financial accounts. The role is strictly focused on document organization, information tracking, and administrative support.

To Apply

Please provide:
-A brief description of your administrative, bookkeeping, accounts-payable, or document-organization experience
-Your hourly rate
-An estimate of how many hours you believe this project may require
-Whether you prefer remote or in-person work
-Two professional references
-Your general availability to complete the project

I am looking for someone who is organized, trustworthy, efficient, detail-oriented, and comfortable working independently. There may be opportunities for additional administrative projects in the future based on performance and availability.

Restoration 24 of San Diego

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Personal & Business Organization Assistant