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Bookkeeper / Junior Accountant & Executive Assistant

  • Source: LinkedIn
  • UpHonest Capital
  • On-site
  • Palo Alto
  • Full-Time
  • Junior

Job Description

About the Company

We are recruiting on behalf of a private family office with a diversified investment portfolio spanning real estate, private equity, venture capital, and sports & entertainment. In addition to its investment activities, they are deeply committed to philanthropy, with a particular focus on education, healthcare, and the arts. The firm’s CEO serves on numerous nonprofit and educational boards.

Role Summary

The firm seeks a highly organized, detail-oriented, and bilingual (English/Mandarin) Bookkeeper / Junior Accountant & Executive Assistant to join their team. This is an excellent opportunity for a motivated professional who enjoys working in a dynamic, fast-paced environment while supporting both financial operations and executive administration.

Key Responsibilities

  • Manage day-to-day bookkeeping and junior accounting functions for the family office.
  • Provide comprehensive executive administrative support to the CEO.
  • Coordinate with legal, tax, and financial professionals regarding investment activities.
  • Oversee philanthropic and nonprofit engagement coordination.
  • Handle domestic and international travel arrangements as required.
  • Qualifications
  • Fluent in English and Mandarin Chinese (Required).
  • Bilingual proficiency in speaking, reading, and writing (Mandarin).
  • Professional experience in bookkeeping or junior accounting.
  • Prior experience supporting executives within a family office, investment firm, PE, VC, or real estate sector (Preferred).
  • Familiarity with nonprofit organizations and philanthropic activities.
  • Ability to travel domestically and internationally.

Benefits & Logistics

  • Job Type: Full-time, On-site (Palo Alto, CA 94301).
  • Competitive salary commensurate with experience and qualifications.
  • Comprehensive health, dental, and vision insurance.
  • Paid Time Off (PTO) and sick leave.
  • Professional growth opportunities within a sophisticated environment.
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