Part-Time Personal CFO & Concierge for Private Clients

Tight Ship Private Client Services; San Diego (CA); Ibrido; USD 45.000 - 65.000; Part-time

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Wealth Management

Personal Finance

Project Management

Communication

Strumenti

QuickBooks

Google Sheets

Google Docs

Excel

Descrizione del lavoro

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.