Executive Personal Assistant with Bookkeeping experience
Executive Personal Assistant with Bookkeeping experience
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$ 800 - 900
1 Vacancy
Job Description
This is a remote position.
Location: Remote (Phillipines)
Type: Fulltime 40 hrs/week)
Compensation: $800$900
Overview:
We are seeking a highly organized and trustworthy Family Office Bookkeeper & Executive Assistant to manage the personal financial affairs and executivelevel scheduling of a highnetworth entrepreneur. This individual will maintain personal accounting records in QuickBooks update net worth tracking tools (Kubera) and assist with daytoPaid US Holidaysday personal and household administration. You ll be the right hand for both numbers and life logistics.
Key Responsibilities:
Personal Finance & Bookkeeping
Manage personal Chart of Accounts in QuickBooks Online
Reconcile bank and credit card accounts monthly
Track expenses loans mortgages and owner draws
Maintain realtime net worth records in Kubera
Organize supporting documentation for tax filings and financial reporting
Prepare monthly Personal Financial Statement
Executive & Lifestyle Support
Schedule and coordinate executive medical checkups (concierge or hybrid care)
Research and manage household vendors services and personal staff
Book domestic and international travel (including flights hotels reservations and itineraries)
Organize family and social events or gatherings
Handle miscellaneous life admin: insurance renewals DMV family calendars
Requirements
Qualifications:
3 years in personal bookkeeping family office or finance admin
Strong command of QuickBooks Online Excel/Google Sheets
Experience working with HNW individuals or founders preferred
Trustworthy discrete and highly organized
Techsavvy with the ability to work across platforms (Kubera GSuite scheduling tools etc.
System Requirements:
Desktop/Laptop: Processor should be at least Intel Core i5 or equivalent with a minimum of 4GB RAM 8GB recommended).
Internet connection should have a minimum speed of 10Mbps.
Work Hours:
Fulltime position 40 hours per week).
Monday to Friday.
Shifts between 8 AM to 6 PM Pacific Time.
Benefits
Benefits:
Work from home setup
Paid US Holidays
Paid Time Offs
Paid Birthday Leave
Monthly Health Stipend
3+ years in personal bookkeeping, family office, or finance admin Strong command of QuickBooks Online, Excel/Google Sheets Experience working with HNW individuals or founders preferred Trustworthy, discrete, and highly organized Tech-savvy with the ability to work across platforms (Kubera, G-Suite, scheduling tools, etc.
Employment Type
Full Time
