Concierge Personal Finance Executive
Tight Ship Private Client Services · San Diego, California, United States
FULL TIMEtemporary
Job Description
We’re Hiring: Personal Finance Bookkeeping / Concierge Assistants Supporting Private Clients With All Facets of Home, Health & Lifestyle Chicago | Atlanta | San Francisco | SoCal | SW FL (Hybrid / Flexible)
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
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 LifeYou’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 advisorsIf 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.
Tight Ship prides itself on a personalized experience with each client and that’s reflected in both how we perform our services as well as where the services are performed. xzbcwsv
· 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 AssistanceYou’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:Bachelors DegreeExperience related to Wealth Management, Personal Finance, &/or Project ManagementQuickbooks or other related certification preferredProficiency with Google Sheets, Docs & Excel are a mustOutstanding ability to communicate & translate financial or operational concepts into digestible information (in person & written)and able to flex to needs of the clientSubmit to background checkAccess to reliable transportationThis flexible, part-time role is structured as an hourly position and is not benefit-eligibleApply with resume & cover letter to IndustryFinancial Services, Concierge Client Services, Personal Assistant, Household SupportEmployment TypePart-time
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
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 LifeYou’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 advisorsIf 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.
Tight Ship prides itself on a personalized experience with each client and that’s reflected in both how we perform our services as well as where the services are performed. xzbcwsv
· 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 AssistanceYou’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:Bachelors DegreeExperience related to Wealth Management, Personal Finance, &/or Project ManagementQuickbooks or other related certification preferredProficiency with Google Sheets, Docs & Excel are a mustOutstanding ability to communicate & translate financial or operational concepts into digestible information (in person & written)and able to flex to needs of the clientSubmit to background checkAccess to reliable transportationThis flexible, part-time role is structured as an hourly position and is not benefit-eligibleApply with resume & cover letter to IndustryFinancial Services, Concierge Client Services, Personal Assistant, Household SupportEmployment TypePart-time
Details
| Company | Tight Ship Private Client Services |
| Location | San Diego, California, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | temporary |