Concierge Personal Finance Executive

Tight Ship Private Client Services; San Diego (CA); Hybrid; USD 45,000 - 65,000; Part time

Job summary

Tight Ship Private Client Services is hiring for a Personal Finance Bookkeeping / Concierge role supporting private clients with all facets of home, health, and lifestyle in the San Diego area.

You will act as a client’s “Personal CFO,” managing daily money, bookkeeping for households, healthcare navigation, and coordinating with CPAs and wealth advisors, in a flexible, hybrid setting. This part-time position offers $40/hour with opportunities to bill more as client needs grow.

Qualifications

• Wealth management or personal finance experience required.
• QuickBooks certification preferred.
• Proficiency with Google Sheets, Docs and Excel required.
• Excellent communication, discretion and integrity.
• Background check and reliable transportation required.

Responsibilities

• Coordinate daily money management, bill pay, and budgeting.
• Handle household bookkeeping for private clients.
• Navigate healthcare and insurance elements for clients.
• Coordinate with CPAs, attorneys, and wealth advisors.
• Ensure accuracy, security, and confidentiality in all tasks.

Skills

Wealth Management

Personal Finance

Project Management

Communication

Tools

QuickBooks

Google Sheets

Google Docs

Excel

Job description

We’re Hiring: Personal Finance Bookkeeping / Concierge Assistants Supporting Private Clients With All Facets of Home, Health & Lifestyle

Are you the person others rely on to keep everything running smoothly?

We’re growing and looking for highly organized, self-directed professionals to step into a unique role that blends bookkeeping, bill pay and lifestyle financial management for private clients and family offices.

This is not a traditional assistance & admin role.

At Tight Ship, you serve as your client’s “Personal CFO”—the trusted operator who ensures every financial detail, household responsibility, and professional relationship is coordinated with precision.

Your Role: The “Air Traffic Controller” of Your Client’s Life

You’ll serve as the central point of coordination across:

• Daily money management (bill pay, cash flow, budgeting)


• Bookkeeping for households & family office-style environments


• Healthcare & insurance navigation


• Household operations and vendor management


• Coordination with CPAs, attorneys, and wealth advisors

If it touches your client’s financial life—you help manage it.

Your Background

• Bookkeepers, financial coordinators or operations professionals ready for a more client-facing, high-impact role


• Individuals who thrive in autonomous, flexible environments


• Detail-oriented professionals who take pride in accuracy, follow-through, and discretion


• Those who naturally take ownership and understand the importance of efficiency, security and accuracy

The Opportunity

• Flexible, hybrid schedule depending on the needs of the client; some clients want a presence in-home, some clients prefer a completely virtual arrangement; some clients need a little bit of both.


• Part-time structure (15–20 hrs/week) with growth potential


• $40/hour + increasing billable opportunities


• Company-sponsored Certified Senior Advisor® (CSA) designation &/or QBO Certification based on background


• Work directly with private clients and their trusted wealth, tax and legal advisors

This Is More Than Bookkeeping or Personal Assistance

You’re not just recording transactions or helping with general day to day admin—you’re creating clarity, control, and confidence in your clients’ lives.

Must Haves:

• Experience related to Wealth Management, Personal Finance, &/or Project Management


• Quickbooks or other related certification preferred


• Proficiency with Google Sheets, Docs & Excel are a must


• Outstanding ability to communicate & translate financial or operational concepts into digestible information (in person & written)and able to flex to needs of the client


• Submit to background check


• Access to reliable transportation


• This flexible, part-time role is structured as an hourly position and is not benefit-eligible

• Financial Services, Concierge Client Services, Personal Assistant, Household Support