Family Office Bookkeeper Executive Assistant
Family Office Bookkeeper Executive Assistant
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$ 800 - 900
1 Vacancy
Job Description
This is a remote position.
Location: Remote (offshore Phillipines)
Type: Fulltime 40 hrs/week)
Compensation: $800$1000
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 daytoday 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 Statements
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 itineraries)
Organize family and social events or gatherings
Handle miscellaneous life admin: insurance renewals DMV family calendars
Requirements
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.
Benefits
Workfromhome setup
Monthly health stipend
Paid US holidays and time offs
Insight Therapy Solutions is an equal opportunity company. We celebrate diversity and are committed to creating an inclusive environment for all team members.
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
