What are the responsibilities and job description for the Bookkeeper / Junior Accountant & Executive Assistant position at UpHonest Capital?
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.