Personal CFO Associate: Wealth & Family Office Bookkeeper
Corient
Corient is seeking a detail-oriented accounting professional to join our team in a hands-on bookkeeping role onsite in Miami. You will manage A/P, journal entries, reconciliations, and data entry while maintaining accurate vendor records and client files. The position requires 2+ years of accounting experience, strong Excel skills, and familiarity with Sage Intacct or QuickBooks Online. We offer comprehensive benefits and opportunities for growth in a collaborative environment. #J-18808-Ljbffr Corient
- ...worth individuals and families to enjoy a full life,... ...them to preserve their wealth for future generations... ...Responsibilities Performing bookkeeping functions on a daily,... ...related to clients personal assets Reconciliations... ...improvement Family Office Experience preferred...Work at officePermanent employmentTemporary workFlexible hours
- With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving... .... The firm addresses the real-life wealth challenges families face. WE works... .... Role Description The Investment Associate will be a key member of the firm’s...Work at officeLocal areaImmediate start
- Our client, a single family office located in Miami, FL, is seeking a highly organized, detail-oriented, and trustworthy professional to serve... ...2-6+ years of experience in: Family office, private wealth management, or Accounting/finance operations, or Small business...Work at office
- Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338 location_on Miami,... ...welfare programs that vary depending on office location. These generally include... ...advocacy service for employees and family members facing critical health situations...Work at officeFull timeTemporary work
- Job Duties: Associate Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Execute... ...in the preparation of personal balance sheets, net-worth... ...programs that vary depending on office location. These generally... ...for employees and family members facing critical health...Work at officeFull timeTemporary work
- ...detailsDemonstrated experience with Microsoft Office products including ability to... ...to the role, function and associated responsibilities, a candidate’s... ...are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial...Work at officeFull timeWork experience placementLocal area
- ...Associate Attorney – Family Law- Coral Gables, FL We are seeking an experienced and motivated Associate Attorney to join our Family Law practice... ...of cases toward resolution Position Details Full-time position In-office role (remote work not available) #J-18808-Ljbffr...Work at officeFull timeRemote work
- DE LA ROSA FAMILY LAW in South Florida is seeking a driven, client-centered Family Law Associate Attorney with 2 to 3 years of litigation experience to join our team in South... ...will be seriously considered. This is an in-office, full-time position based in South Florida....Work at officeFull time
- ...Associate Attorney – Family Law Coral Gables, Florida | Full-Time | In Office Join a respected boutique Family Law firm where your experience matters. We are a well-established boutique Family Law firm located in the heart of Coral Gables seeking an experienced Associate...Work at officeFull time
$190k
...Expert Consultant to join our CFO Excellence team. Our CFOx... ...class benefits to support you personally and professionally including:... ...everything our employees and their families need to be well and live life... ..., holidays, and annual office closure between Christmas and...Work at officeLocal area$100.35k - $205k
...and their trusts, estates, family offices, investment vehicles, charitable... ...Deloitte’s growing Private Wealth practice! Recruiting for... ...decisions relevant to their personal financial comfort, business... ...applicable geographic differential associated with the location at which...Work at officePrivate practiceLocal area- WizeHire, Inc in South Florida is seeking a driven Family Law Associate Attorney with 2 to 3 years of litigation experience to join our client... ...litigation backgrounds will be considered. This is an in-office position based in South Florida. This full-time role involves...Work at officeFull time
$15 per hour
Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we’re on... ...retirement planning and elevate how families experience holistic wealth... ...expertise with a deeply personal touch. We don’t just advise... ...Proficiency with Microsoft Office; CRM experience is a plus. Excellent...Work at officeHourly payFull timePart timeInternship$100k - $120k
...are a thriving South Florida family law firm dedicated to guiding... ..., client-centered Family Law Associate Attorney with 2 to 3 years of... ...seriously considered. This is an in-office position based in South... ...just a job; for the right person, it is a career. Responsibilities...Work at officeFull time$95.4k - $180.4k
...empowers you to thrive both personally and professionally. There’s... ...nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ...where they are along their wealth journey and assist to provide... ...for hire as an experienced associate.RSM will consider for employment...Work at officeFull timeWork experience placementInternshipLocal area$180k - $200k
...encourage our team to balance work with personal life. 95% of our employees feel they... ...Manager or Director to join our growing Office of the CFO Consulting Practice, leading transformational... ...for all new parentsMonthly stipend for family gym membershipsHighly competitive...Work at officeFull time- ...payroll. Process supplemental pay for employees on the New York Paid Family Leave program as provided by the Benefits Manager. Process the... .... Demonstrated experience using analytics to drive business objectives. Experience of supporting corporate/Head Office functions....Work at officeHourly payLocal area
$30 - $31 per hour
...respected international law firm, is seeking a Bookkeeper to join their growing team. This is an... .... The firm offers a collaborative, family-oriented culture, excellent work-life balance... ...not required. Proficiency in Microsoft Office, particularly Excel. Exceptional...Work at officeRemote work- POSITION SUMMARY:Wealth Management Associates provide exceptional service to our clients... ...elements of digital and in-person marketing strategies... ...basic personal computer, MS Office (particularly MS Excel) and... ...support our employees and their families at every point along their...Work experience placement
- Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a... ...services to high‑net‑worth individuals, families, family offices, and fiduciaries. This role offers... ...review the work of tax staff and senior associates; provide training and performance...Work at officeLocal area
$55k - $157.3k
...Specialist Senior within PNC's Wealth Management organization, you... ...hub locations.PNC is an in-office company that fosters a supportive... ...managing all of the risks associated with their business objectives... ...opportunity to qualified persons regardless of race, color, sex...Work at officeFull timeTemporary workPart timeWork experience placement$100k
...Associate – Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is... ...Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why... ...private equity, hedge funds, sovereign wealth, family office and corporate clients around the world...Work at officePart timeFlexible hours- ...communities. Visit us at Utilities CFO & Enterprise Value Practice... ...— the reinvention of the Office of the CFO and the energy transition... ...years) work experience. If an Associate's Degree, 3 years of work... ...a business imperative, every person at Accenture has the responsibility...Work at officeFull timeWork experience placementLive inLocal area
- ...and be able to filter standard office noise levels Possess business... ...to keep you and your family healthy and thriving. Financial... ...continuous learning and provide 24/7 personal support via our Member... ...your hard work with regular Associate Engagement Events , ranging from...Work at officeWeekly paySeasonal work
- ...role Are you skilled at developing wealth management strategies? Does financial data... ...re looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors with... ...and ultra-high net worth individuals and families meet their financial goals through...Flexible hours
- ...Payroll and HR Coordinator to join our team. Family-owned, UAIC, is one of the largest... ...Requires ability to work from our Miami office location on a hybrid-remote work schedule... ...Perform other duties as assigned EDUCATION Associate or bachelor’s degree in Human Resources,...Work at officeHourly payTemporary workRemote workFlexible hours
- ...Description Role Overview: The Miami office of Kubicki Draper is in search of an Accounts Payable Clerk with three or more years... ...environment, and require minimal supervision. This position is in person/on-site daily. Your Day-to-Day: Track firm payments and...Work at officeFull time
- ...Homeownership matters. It's how people build wealth, stability, and community. It's how families put down roots, how neighborhoods... ...re hiring a Homeowner Engagement Associate (SDR) to own one of the highest‑... ...This role is based in our Miami office and is fully onsite. Why This...Work at officeFull time
- ...high-net-worth individuals and families to enjoy a full life, while... ...enabling them to preserve their wealth for future generations, and... ...capabilities to work in an office environment, which may include... ...partnership, we combine the personal service and objectivity of a...Work at officePermanent employmentTemporary workFlexible hours
$179.5k - $280.5k
Position Summary The CFO Advisory Director leads the... ...in Microsoft Office Suite (Excel, Word, etc... ...the role, function and associated responsibilities, a candidate... ...dedicated to enhancing your personal and work life and providing you and your family with a measure of...Work at officeFull timeWork experience placementLocal area
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