- Maintain general ledger and oversee all accounting processes including accounts. payable/receivable, cash flow tracking, expense reporting, month-end reconciliations across personal, investment and entity accounts.
- Prepare and analyze financial statements and cash flow projections, including ad hoc financial summaries.
- Organize financial records, receipts, and documentation for reporting and audit readiness.
- Support risk management efforts by monitoring compliance, tax considerations, and regulatory requirements.
- Oversee vendor contracts, payments, and relationships across household, investment, and professional services.
- Assist with management of residential and commercial properties, including budgets, repairs, insurance, and compliance.
- Assist in preparing presentations and reports for family members, advisors, and external stakeholders.
- Assist with project management across investments, renovations, events, or philanthropic initiatives.
- Manage day-to-day operations of the family office.
- Maintain and update key documents and secure digital records and files.
- Provide support for special projects, family events, travel logistics, or concierge-level personal assistance for family members.
- Manage office technology systems, providing mid-level IT support.
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- Minimum 5+ years of experience in investment operations, accounting, or financial data management, preferably in a family office, investment firm, or private wealth management setting.
- Strong proficiency in Microsoft Excel and ability to learn various software.
- Knowledge of basic accounting principles and financial reconciliation.
- High attention to detail with exceptional accuracy in handling financial data and transaction processing.
- Strong written and verbal communication skills to liaise with internal teams and external partners
- Ability to handle confidential information with the highest level of professionalism and discretion
- Ability to wear multiple hats in a small, dynamic environment, assisting wherever needed.
- Has a proven "can do", "make it happen" attitude.
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Family Office Associate/Generalist · The Family Office Associate is a key member of a small, dynamic team supporting the financial, administrative and operational needs of a private office. This role requires strong organizational, financial and interpersonal skills along with th ...
Santa Cruz County Part time2 days ago
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· Full-time · Description · Foot and Ankle Associates Cupertino is part of Balance Health, the nation's premier comprehensive lower-extremity focused Physician Practice located in the Los Gatos / Cupertino, CA area. Our team has an immediate need to hire two hard-working, experi ...
Cupertino, CA $40,000 - $50,000 (USD) per year Full time1 week ago
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The Box Office Associate plays an important role in organizing and supporting all front of house activities including but not limited to selling tickets, managing will-call, and providing world class customer service during concerts and receptions. · ...
Carmel-by-the-Sea1 month ago
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We are seeking an energetic and customer-focused Business Office Associate to join our team! · As a key member of our office team, you will provide iconic customer experiences by guiding customers through paperwork associated with vehicle sales and supporting the functions of all ...
San Jose $18.10 - $31 (USD) Part time1 month ago
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6072 - Capitol Expressway - 750 West Capitol Expressway, San Jose, California, 95136CarMax, the way your career should be · Provide an iconic customer experience · Ensuring today's customers can buy the vehicles they want in a way that suits them means offering support during ev ...
CA - San Francisco - San Jose $38,000 - $62,000 (USD) per year Part time6 hours ago
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+The Box Office Associate plays an important role in organizing and supporting all front of house activities including but not limited to selling tickets, managing will-call, and providing world class customer service during concerts and receptions. · +Assist Patron Services Mana ...
Carmel, CA1 month ago
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ARO is looking to hire an On-Call Office Support Associate in San Jose, CA area. · Associate will need: · Excellent customer service skills a must · Attention to detail · Experience in an office setting · Reliable transportation · Flexibility · Excellent customer Service skills · ...
San Jose, CA6 days ago
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Job DetailsJob Location: San Jose, CA 95134Position Type: Part TimeSalary Range: $ $26.00 HourlyARO is looking to hire an On-Call Office Support Associate in San Jose, CA area. · Associate will need: · Excellent customer service skills a must · Attention to detail · Experience in ...
San Jose Part time1 week ago
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Description · ARO is looking to hire an On-Call Office Support Associate in San Jose, CA area. · Associate will need: · Excellent customer service skills a must · Attention to detail · Experience in an office setting · Reliable transportation · Flexibility · Excellent customer Se ...
Orchard Pkwy San Jose, California, United States6 days ago
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MG Trucking LLC is seeking a motivated and detail-oriented Entry-level Data Entry & Office Support Associate to join our growing team. · ...
San Martin, CA3 weeks ago
- Work in company
Strategy & Operations Senior Associate - Office of the CEO
Only for registered members
The Enterprise Business Operations team works closely with NetApp's top executives and business units to ensure profitable growth. The team plays an active role in defining and driving operational rigor across the business. · As a Strategy & Operations Senior Associate, you will ...
San Jose $138,000 - $179,000 (USD)1 month ago
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At Espire, you're empowered to use your powers. You'll have the freedom from all the barriers, limitations, and frustrations that keep you from focusing on patient care. We're combining the world's best dental care and technology with inspired hospitality. If you're amazing and y ...
Los Gatos1 week ago
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At Espire, you're empowered to use your powers. You'll have the freedom from all the barriers, limitations, and frustrations that keep you from focusing on patient care. We're combining the world's best dental care and technology with inspired hospitality. If you're amazing and y ...
Los Gatos, CA1 week ago
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Job DetailsJob Location: Los Gatos - Los Gatos, CA 95032Position Type: Full TimeSalary Range: $ $30.00 HourlyJob Shift: DayAt Espire, you're empowered to use your powers. You'll have the freedom from all the barriers, limitations, and frustrations that keep you from focusing on p ...
Los Gatos $27 - $30 (USD) Full time1 week ago
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Description · At Espire, you're empowered to use your powers. You'll have the freedom from all the barriers, limitations, and frustrations that keep you from focusing on patient care. We're combining the world's best dental care and technology with inspired hospitality. If you're ...
Los Gatos Blvd Los Gatos, California, United States1 week ago
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Silicon Valley Office - 2027 2L Summer Associate Pathways Scholarship
Only for registered members
We are currently accepting Pathways Scholarship applications from law students interested in joining Winston & Strawn during their 2L summer. · To be considered for the scholarship, you must separately apply for a 2L position in our 2027 Summer Associate Program. We are an equal ...
Silicon Valley, CA1 month ago
- Work in company
Associate Director of Interim Housing - Evans Lane Office (JR 5501)
Only for registered members
We are mission and values driven and your contributions will make a difference. We make a positive difference in people's lives and help an average of 23 people per week to find a place to live. · PATH is seeking candidates passionate about helping others make a positive change i ...
San Jose $100,327 - $123,603 (USD) Full time2 weeks ago
- Work in company
Associate Director of Interim Housing - Evans Lane Office (JR 5501)
Only for registered members
We are seeking a passionate individual to join our Interim Housing Services team as the Associate Director of Interim Housing at our Evans Lane Office location. · About PATH Since its foundation in 1984, PATH (People Assisting The Homeless) has pioneered bold and effective approa ...
Santa Clara County, CA1 week ago
- Work in company
Associate Director of Interim Housing - Evans Lane Office (JR 5501)
Only for registered members
JR 5501 · Associate Director of Interim Housing · San Jose, CA 95125 · Salary: $100,327.36 to $123,603.20 per year · Pay Frequency: 24 Pay Periods Per Year · Full Time · Exempt · Driving Required · Lower end of the pay range will apply to candidates who meet minimum experience or ...
Santa Clara County1 week ago
- Work in company
Associate Director of Interim Housing - Evans Lane Office (JR 5501)
Only for registered members
We are mission driven and your contributions will make a difference. We help people find a place to live. · - Path seeks candidates passionate about helping others make positive change in their lives to join Interim Housing Services team as Associate Director of Interim Housing a ...
San Jose, CA1 week ago
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This is a temporary part-time role for a Program Associate based at the Arts Council Santa Cruz County in Santa Cruz, CA. · Assisting with event planning, · managing program details, · conducting research to support program development, · , detecting communications with stakehold ...
Santa Cruz Part time1 month ago
Family Office Associate/Generalist - Santa Cruz County - Private Office
Description
The Family Office Associate is a key member of a small, dynamic team supporting the financial, administrative, and operational needs of a Family Office located in Santa Cruz County, CA. This role requires strong organizational, financial, and interpersonal skills, along with the ability to manage a wide range of responsibilities, from day-to-day support and reporting to special projects and property coordination. In this role, you will work closely with the Head of Family Office and Principals, bringing a blend of technical expertise and operational agility. The ideal candidate is highly driven, detail-oriented and entrepreneurial, comfortable operating in a fast-paced, service-oriented environment.
Financial & Accounting Management
Vendor, Operations & Property Oversight
Administrative & Generalist Duties
Qualifications
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Family Office Associate/Generalist
Part time Private Office- Santa Cruz County
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Office Associate
Full time Only for registered members Cupertino, CA
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Box Office Associate
Only for registered members Carmel-by-the-Sea
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Business Office Associate
Part time Only for registered members San Jose
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Business Office Associate
Part time Only for registered members CA - San Francisco - San Jose
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Box Office Associate
Only for registered members Carmel, CA
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On-Call Office Support Associate
Only for registered members San Jose, CA
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On-Call Office Support Associate (2699)
Part time Only for registered members San Jose
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On-Call Office Support Associate (2699)
Only for registered members Orchard Pkwy San Jose, California, United States
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Data Entry and Office Support Associate
Only for registered members San Martin, CA
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Strategy & Operations Senior Associate - Office of the CEO
Only for registered members San Jose
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Dental Front Office Associate/Treatment Coordinator
Only for registered members Los Gatos
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Dental Front Office Associate/Treatment Coordinator
Only for registered members Los Gatos, CA
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Dental Front Office Associate/Treatment Coordinator
Full time Only for registered members Los Gatos
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Dental Front Office Associate/Treatment Coordinator
Only for registered members Los Gatos Blvd Los Gatos, California, United States
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Silicon Valley Office - 2027 2L Summer Associate Pathways Scholarship
Only for registered members Silicon Valley, CA
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Associate Director of Interim Housing - Evans Lane Office (JR 5501)
Full time Only for registered members San Jose
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Associate Director of Interim Housing - Evans Lane Office (JR 5501)
Only for registered members Santa Clara County, CA
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Associate Director of Interim Housing - Evans Lane Office (JR 5501)
Only for registered members Santa Clara County
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Associate Director of Interim Housing - Evans Lane Office (JR 5501)
Only for registered members San Jose, CA
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Program Associate, Temporary Part-time
Part time Only for registered members Santa Cruz