Job Description

Executive Operations & Finance Assistant (Full-Time Hybrid, Burlingame, CA)

We are a boutique cross-border business group with active operations in fine wines, private wine labels, and real estate development & management across Hong Kong and the United States. We are seeking a trustworthy, detail-driven, and bilingual Executive Operations & Finance Assistant to provide full-time support across both business and personal matters. This is a high-impact role with strong growth potential as the company expands.

Key Responsibilities

• Manage business and personal financial accounts (bank, credit cards, equity investments).
• Oversee cash flow, ensure timely bill payments, and track financial obligations.
• Prepare documentation and supply records to outside accountants for annual tax returns.
• Monitor and reconcile accounts; assist with budgeting and reporting.
• Support executive scheduling, travel arrangements, and calendar management.
• Review and organize emails, correspondence, and files.
• Conduct research, troubleshoot issues, and independently drive projects to completion.
• Provide administrative and operational support to multiple business units, including wine e-commerce and real estate projects .

Requirements

• Bilingual proficiency in English and Chinese (written & spoken).
• Strong numeracy and analytical skills; comfortable handling financial data.
• Ability to work independently, prioritize tasks, and maintain confidentiality.
• Excellent organizational and communication skills (verbal & written).
• Proficiency with Microsoft Office (Excel, Outlook, Word); QuickBooks knowledge a plus.
• A proactive, solution-oriented mindset with ownership of tasks and deadlines.
• Full-time position (40 hours per week).
• Hybrid role: onsite presence in Burlingame, CA required, with flexibility for remote work.

Compensation

• $60,000$72,000 annually (equivalent to ~ $29$35/hour) depending on experience.
• Opportunities for advancement as company grows.

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