Personal Assistant with High-Trust Experience

Personal Assistant

To Whom It May Concern,

I am a “take charge” person who you can trust to get things done in the manner that you want them done. I am mature and experienced and have great judgment. Let me know what you want or need and I will take care of it. I am used to working with high-net-worth clients and feel comfortable in almost any situation. I am available to start working with you immediately.

Professional Background

Throughout most my career, I have dedicated myself to working not out of necessity, but out of genuine enjoyment. After selling my CPA practice, which specialized in tax and accounting services for high-net worth clients, I spent several years volunteering. As volunteer work was not as fulfilling for me, I continued to seek meaningful engagement and began part-time work at my late husband’s law practice. Following his passing in July 2020, I successfully managed the transition of several major trust accounts and charitable foundations to their respective successor trustees.

Skills and Attributes

I am highly organized and excel at multi-tasking. My communication skills have been refined through decades of experience with diverse clients and volunteer groups. As a retired CPA, I understand the importance of confidentiality and discretion. My broad background has provided me with extensive knowledge, enabling me to efficiently access information and achieve desired outcomes. I am diligent in planning, avoiding last-minute rushes, but remain flexible and adaptable to changing circumstances. My success is measured by the satisfaction of my clients.

Relevant Experience

While in college, I worked at a theatrical business management firm assisting major entertainers. My duties included handling their bills, running errands, accompanying them in public, and coordinating moves with vendors.

A few years ago, I was invited to assist a Pasadena-area woman as her personal assistant. She is actively involved in charitable boards, owns multiple properties, and travels frequently. I welcomed the opportunity and have thoroughly enjoyed utilizing my business, accounting, social, and management skills in this role. However, the position is part-time, and I am seeking a more substantial commitment.

My familiarity with high-net worth individuals stems from my experience managing successful clients during my CPA practice.

Recently, I relocated from my Pasadena home of 31 years, a property that presented unique maintenance challenges due to its hillside location, design, and age. I spent considerable time overseeing property management and garden design, further expanding my knowledge of property upkeep and construction.

Personal Motivation

Since the passing of my husband, I have discovered the importance of staying active and productive. I thrive when challenged, interacting with others, and contributing in various environments. I am mature, healthy, energetic, and eager for a full-time role. I am currently residing in the Pasadena area and am seeking a full-time job.

Conclusion

Based on the brief job description for the Personal Assistant position, I am confident that my skills, experience, and motivation align with the requirements of the job.

Please see my attached resume.

Thank you for your consideration.

Sincerely,

Christy Bradley

Christy Bradley, C.P.A. (retired)

1225 N. Granada Ave. #44

Alhambra, CA 91801

Cell : 626-***-****

Email: **********@*********.***

Personal Assistant Experience

Coordinate services and vendors for three residences; handle bill payments and accounting reports; administer charitable grants and donations; manage payroll and travel arrangements; collaborate on projects with the client’s CPA firm; prepare correspondence; oversee bank relationships.

Estate Management and Event Management

Oversaw and managed the maintenance, repair, and remodeling of a 4,700-square-foot, 1 -acre hillside property for 31 years. Identified, interviewed, hired, and supervised staff and contractors to ensure the property remained in optimal condition. Planned and coordinated numerous large-scale personal and charitable events. Managed a 120-acre family-owned ranch in Piru, CA, including overseeing lemon crop production and sales in collaboration with the on-site manager. Conducted extensive research and documentation to negotiate and facilitate the sale of the property.

Education and Professional Certificates

B.S., History, University of California, Los Angeles

Certified Public Accountant, State of California

Employment History

Personal Assistant/Manager/Bookkeeper, individual clients, 2022 to present

Administrative Assistant, Law Office of John F. Bradley, Sr., Pasadena, CA 2015 to 2020

C.P.A. in Private Practice, Pasadena, CA, 1987 to 2012

Assistant Treasurer, Beverly Enterprises, Pasadena, CA,

Special Projects Coordinator, Avery Dennison, Pasadena, CA,

Supervisory Senior Accountant, Weil & Associates, Santa Monica, CA,

Senior Accountant, Price Waterhouse & Co., Los Angeles, CA,

Operations Officer, City National Bank, Los Angeles, CA,

Bookkeeper and Personal Assistant, Alexander Tucker & Co., Century City, CA

Personal

Active leader in several Pasadena-area community organizations

Proficient with Word, Excel, QuickBooks, Team and Outlook

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