Personal Financial & Executive Operations Manager

PERSONAL FINANCIAL & EXECUTIVE OPERATIONS MANAGER
(In-Home Office / Chinese Required)
Location: Peninsula / Bay Area
Type: Long-term, stable, in-home position
Compensation: $6,000 ~ $7,000 per month (commensurate with experience)

We are seeking a highly responsible, detail-driven, and trustworthy professional to manage our personal financial operations and provide private executive administrative support from our home office.

This role includes managing U.S. and Hong Kong–based accounts and assets. Fluency in written and spoken Chinese is required.

This is a high-trust, long-term, in-home position designed for someone who values structure, confidentiality, consistency, and professional stability.

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CORE RESPONSIBILITIES

Financial Operations

• Maintain and reconcile personal bank accounts
• Manage and monitor multiple credit card accounts
• Track and categorize all household and personal expenses
• Maintain and input data into Quicken
• Prepare budgets and monthly financial summaries
• Maintain organized financial records
• Prepare annual CPA tax files and documentation
• Coordinate with CPA for tax preparation and audits
• Liaise with Hong Kong financial institutions as needed

Executive & Personal Administrative Support

• Calendar management and scheduling
• Appointment coordination
• Travel planning and confirmations
• Email and correspondence drafting
• Vendor and service coordination
• Bill payment scheduling
• Document organization and filing
• Reminder and task tracking
• Personal project coordination

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IDEAL CANDIDATE PROFILE

• Fluent in written and spoken Chinese
• Exceptionally detail-oriented
• Naturally organized and systematic
• Discreet, loyal, and trustworthy
• Comfortable with numbers and records
• Experienced with Quicken, Excel, and similar tools
• Calm, mature, and dependable
• Seeking a stable, long-term role

Formal accounting degrees are not required. Precision, discipline, reliability, and integrity are what matter most.

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WORK STYLE

• In-home office position
• Long-term stability
• Predictable workload
• High trust and autonomy
• Professional and respectful environment

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TO APPLY

Please include:
1. A short introduction
2. Your financial tracking and Quicken experience
3. Your administrative support experience
4. Your Chinese language proficiency
5. Your availability and desired hourly rate
6. Why you are seeking a stable, long-term position