Accounting & Finance Administrator –  | Salinas, CA (On-site + Local Travel)

Support Ownership. Manage What Matters. Bring Order to the Numbers.

Looking for a role where your financial know-how and attention to detail actually move the needle?

This is a rare opportunity to join a private firm in a high-trust Accounting & Finance Administrator role—helping Ownership oversee investments, real estate operations, and wealth management activities.

You’ll handle everything from investment tracking and legal document review to coordinating estate planning efforts and streamlining systems. If you thrive behind the scenes and enjoy wearing multiple hats in a dynamic environment, this is your lane.

What You’ll Do:

• Maintain and track financials across investments, real estate, and estate planning

• Review contracts and legal documents for accuracy and compliance

• Oversee real estate documentation, reporting, and vendor coordination

• Coordinate with external partners—accountants, attorneys, wealth advisors

• Travel locally to inspect property operations as needed

• Streamline internal processes to improve efficiency and reduce manual work

• Handle sensitive financial and legal information with complete discretion

What You Bring:

• 5+ years in accounting, wealth management, or real estate/estate administration

• Strong Excel + Microsoft Office skills (QuickBooks or real estate software = bonus)

• A sharp eye for detail and top-notch organizational skills

• Discretion and professionalism when dealing with confidential matters

• A calm, problem-solving mindset in a fast-paced, ever-changing setting

• Valid CA driver’s license and willingness to travel locally

Why This Role?

It’s not just spreadsheets and systems. It’s a meaningful opportunity to support the long-term vision of a family office—bringing structure, strategy, and peace of mind to everything you touch.

Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.