Part-Time Bookkeeper - Private Wealth (Hybrid, 20h)
EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants is seeking a part-time Bookkeeper (20 hours per week) in Newport Beach, CA, with a hybrid work arrangement. The role supports the Galway Family Office team, handling accounts payable/receivable, reconciliations, payroll processing, and year-end tax package prep for high-net-worth clients.
Ideal candidates have 2+ years of bookkeeping experience, familiarity with Agilink or DataFaction is a plus, and an accounting degree is preferred.
#J-18808-Ljbffr- ...Consultants in Newport Beach, CA is seeking a Part-Time Bookkeeper (20 hours per week) to ensure accurate financial records for high-net-worth private clients. You will assist the Account... ...and an accounting degree is preferred. Hybrid work 1-2 days in Newport Beach with...Part timePrivate
- ...Brokers & Consultants' Galway Family Office division is seeking a Part-Time Bookkeeper to support high-net-worth clients in Newport Beach, CA. This... ..., payroll processing, and year-end tax package prep, with hybrid work 1-2 days in-office. The ideal candidate has 2+ years of...Part timeWork at office
$24 - $29 per hour
...Bookkeeper - Part-TimeCome join our team!This role sits in Galway... ..., personalized wealth management solutions and... ...JOB OVERVIEW:The Part-Time Bookkeeper (20 hours per... ...of the high-net worth private clients are accurate.... ...: Newport Beach, CA – Hybrid (approximately 1 or 2...Part timeHourly payWork at office2 days per week1 day per week- UBS is seeking a Client Associate in Newport Beach, CA to support a Private Wealth Management Team. You will keep client information current, educate clients on account services, and assist with meeting materials and reports. Strong MS Office skills and a Servant attitude...Private
- Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and respond to account inquiries in a fast-paced, client-first environment...Private
$150k - $190k
...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for... ...proportion of on-site and remote work) will be discussed at the time of your interview.How you'll succeed Business Development: Proactively...PrivateFull timeRemote work- ...J.P. Morgan Chase, a leader in private wealth management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will build strong client relationships, provide advisory services, and collaborate...Private
$25 - $35 per hour
A leading financial management firm in Newport Beach seeks a Bookkeeper to manage financial transactions and assist clients in ensuring accurate... ...5.00 - $35.00 hourly and generous benefits, with potential for hybrid work after initial in-office training. #J-18808-Ljbffr EPIC...Hourly payWork at office$35.15k - $90k
...and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...and client service skills Strong time management skills Team player with the ability... ...on an individualized basis and is only part of the total compensation package, which...PrivateTemporary workWork at officeLocal area- ...environment. You will support month-end close, assist with audits, and contribute to process improvements across accounts payable workflows. A hybrid work arrangement may be available, with strong emphasis on accuracy and compliance. #J-18808-Ljbffr TS Conductor Corp.
$43.27 per hour
...deep expertise across public and private markets. We invest our clients... ...- Account Analyst, Global Wealth Management Private Client Group... ...degree Must be able to begin full time employment at a PIMCO office... ...at mid- and end-of-summer as part of a formal review process to...PrivateHourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideRelocation packageMonday to FridayFlexible hours- ...aligned with corporate priorities, compliance, and brand. This hybrid role centers on coordinating with internal and external... ...The role emphasizes collaboration with executives, supporting private wealth marketing, ROI tracking, and ensuring adherence to current laws...Private
- ...estate disputes, drafting, and client-focused advocacy in a Costa Mesa office. You will work with senior partners, gain stand-up experience, and progressively take on more responsibility as you develop judgment and expertise in private wealth matters. #J-18808-LjbffrPrivateWork at office
$150k - $230k
...estate, entertainment and media, private equity and venture capital,... ...Private Client Manager, you will be part of a growing and stable... ...tolerance.Assesses client's source of wealth, growth of business, lending... ...visa sponsorship at this time. CompensationThe base pay range...PrivateFull time- ...Life Insurance Company in Newport Beach, CA is seeking a Sr Executive Administrative Specialist to support the Private Assets Investment team. The role is hybrid (4 days/week) and involves providing broad administrative and technical assistance to multiple teams,...Private
- A wealth management firm in Newport Beach seeks a Wealth Advisor to build client relationships, drive business growth, and deliver holistic... ...on providing exceptional client service and growing the firm's influence in the market. #J-18808-Ljbffr Corient Private Wealth LLC.Private
$25 - $35 per hour
...comprehensive, personalized wealth management solutions... ...: JOB OVERVIEW The Bookkeeper role is responsible for... ...of the high-net worth private clients are accurate. They... ...manager may consider a hybrid work schedule, working... ...offer: Generous Paid Time off Managed PTO for salaried...Hourly payWork at office- RMO LLP in Costa Mesa, California, seeks a Senior Attorney to lead complex private wealth disputes, mentor junior lawyers, and shape the practice for sophisticated Orange County clients. You will work closely with the managing partners to drive strategy, client relationships...Private
$100k
...the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for... ...hone existing skills and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth Advisor on our Private...PrivateFull timeTemporary workLocal areaFlexible hours$20 - $22 per hour
...Staff, Inc. - Costa Mesa, CA $20-$22/hour Part-Time | Monday-Friday | 12:00 PM-5:00 PM | In-... ...Mesa office. This is NOT a remote or hybrid position. COMPENSATION $20-$22 per hour... ..., country clubs, caterers, venues, private events, and other hospitality organizations...Part timePrivateHourly payWork at officeLocal areaMonday to FridayShift work- PIMCO seeks a Global Wealth Management intern for its Private Family Capital team at the Newport Beach headquarters (with locations including Austin and New York). The role supports client materials, research, and due diligence for ultra-high-net-worth clients within a...PrivateInternship
- Morgan Stanley is seeking a Registered Client Service Associate in Newport Beach, CA to support Financial Advisors and Private Wealth Advisors in daily client service, account maintenance, and transaction support. The role emphasizes client-first service, strong communication...Private
- Morgan Stanley is seeking a Client Service Associate in Newport Beach, CA to support Financial Advisors and Private Wealth Advisors in building trusted client relationships and delivering outstanding service. You will handle money movements, answer client questions, manage...Private
- ...undergraduates to apply for the 2026 Summer Internship - Global Wealth Management Private Client Group, Account Analyst. Locations include Newport... ...in portfolio analysis. Eligible students must start full-time between January-August 2027 and maintain a 3.2 GPA with English...Full timeSummer workSummer internship
$790 per week
...experience. Why Focus Group Panel: real studies with real brands — not a scam or a sales pitch. Your info stays private, and you choose what you join. Part-time or full-time, on your schedule. Pay: up to $790/week, varies by study. Spots are limited — check your...Part timePrivateFull timeRemote work$790 per week
...experience. Why Focus Group Panel: real studies with real brands — not a scam or a sales pitch. Your info stays private, and you choose what you join. Part-time or full-time, on your schedule. Pay: up to $790/week, varies by study. Spots are limited — check your...Part timePrivateFull timeRemote work$790 per week
...Get paid for your opinion, one survey at a time. Focus Group Panel matches you with paid online surveys and remote... ...brands — not a scam or a sales pitch. Your info stays private, and you choose what you join. Part-time or full-time, on your schedule. Pay: up to $...Part timePrivateFull timeRemote work$200k - $260k
...alternative application process. Full Time Professional Newport Beach, CA, US 4 days... ...), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor... ...and Lead Advisors Deliver family office/private client/integrated wealth/emerging wealth...Full timeImmediate start$141.15k - $288.38k
Position Summary Are you looking to be a part of the largest growth area in the tax... ...of the industry, including hedge funds, private equity, investment partnerships,... ...to perform job responsibilities within a hybrid work model that requires US Tax professionals...PrivateWork at officeLocal area- ...Outpatient Physical Therapist Position - Full or Part time Benefits 1 hour per client Company sponsored STOTT Pilates certification Flexible... ...clinic hours. Who We Are Stabilize Physical Therapy is a private, PT owned, outpatient clinic and fitness studio. We specialize...Part timePrivateHourly payFull timeFlexible hours
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