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 EPIC Insurance Brokers & Consultants
- ...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
...comprehensive, personalized wealth management solutions and expert... ...JOB OVERVIEW: The Part-Time Bookkeeper (20 hours per week) role is... ...records of the high-net worth private clients are accurate. They also... ...: Newport Beach, CA - Hybrid (approximately 1 or 2 days a...Part timeHourly payWork at office2 days per week1 day per week$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$34.62 - $52.4 per hour
...Fargo is seeking a Senior Wealth Management Banking... ...Specialty Group within Private Wealth in Banking, Lending... ...This position offers a hybrid work schedule.This... ...SAFE registration at the time of employment. Wells Fargo... ...is not included as part of the evaluation. Successful...PrivateFull timeWork experience placementWork at officeImmediate start- ...We are seeking a capable, part-time Family Office Accounting &... ...Tax Associate to support the bookkeeping, accounting, tax coordination... ...held businesses, real estate, private investments, multiple legal entities... ...United States, with optional hybrid availability for individuals...Part timePrivateFor contractorsWork at officeRemote workWork from home
- ...Is energized by the idea of spending more time with clients and less time on admin CFA... ...Flexibility to keep your own brand name Remote and hybrid flexibility A seat at the table —... ...some of the largest RIAs in the country. Wealth management is a $545 billion industry...PrivateWork at officeRemote work
- Savvy Wealth is seeking an experienced Financial Advisor to build and run your own client-first practice within the Savvy network. You’... ...investment advisory, with Series 65 (CFP/CFA preferred). Flexible remote/hybrid working options available. #J-18808-Ljbffr Savvy WealthPrivateRemote workFlexible hours
- ...workforce, with emphasis on California compliance. The role is hybrid, based in Costa Mesa with two onsite days weekly, and reports to... ...partnering across HR, Operations, and vendors to ensure accurate, timely payroll and strong internal controls. #J-18808-Ljbffr Agile...
$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$28 - $38 per hour
...Description Benefits 401(k) matching Bonus based on performance Paid time off Who Is Jlm Strategic Talent Partners & What Is Our Role We... ...on projects. Evaluate all public contracts (and any private that have special requirements) for labor requirements (certified...PrivateHourly payFor contractorsFor subcontractorLocal area- Morgan Stanley in Newport Beach, CA is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors with financial plans and investment strategies, leveraging a client-first mindset. The role requires knowledge of market conditions...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 - $29 per hour
...Payroll Assistant Roger's Gardens | Corona del Mar, CA Part-Time | $25.00–$29.00 per hour Overview Salary Range $25.00 - $28... ...for exceptional plants and home and garden products. We are a privately held company with approximately 100 employees and a strong commitment...Part timeHourly payWork at office- Flagstar Bank is seeking a Senior Financial Planner (CFP®) for Private Banking in Palo Alto, CA. The role leads comprehensive, goals-based... ...emphasizes client-facing delivery and collaboration across wealth management teams. The ideal candidate has CFP certification or...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- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client... ...needs. The role emphasizes risk management, timely execution of requests, and collaboration within a team...
$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- ...helping seniors? We are urgently seeking helpers and caregivers for private, non-medical senior care in Costa Mesa, California, 92626. This... ...tasks and providing companionship. Job Details: Hours: Part-time, full-time, temporary, long term Start Date: Flexible Pay...Part timePrivateFull timeTemporary workStart working todayFlexible hours
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in the United States. You will provide client service, operational support, and administrative assistance to Private Client Advisors, helping with account openings, trades, and wealth...
- ...Opportunity for advancement Benefits/Perks Careers Advancement Opportunities Competitive Compensation Summary Established Private PPO/FFS office, We are seeking a skilled and experienced Dentist to join the team at our busy practice. The ideal candidate should...Part timePrivateWork at office
$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$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- ...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
- ...Description Job Description Vintage & Classic Car Mechanic - Part Time Newport Beach, CA We are seeking a highly skilled and... ...performance and originality Work flexibly around a private schedule — ideal for a semi-retired mechanic, independent specialist...Part timePrivateFlexible hours
- ...Job Description Job Description Wealth Advisor / Future Equity Partner Location:... ...partnership. Unlike many consolidators and private-equity-backed organizations, this firm is... ...tools that allow advisors to spend more time serving clients and less time on...PrivateWork at office
$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- ...employees ~ Multiple quality medical plan options ~ Full-time and part-time opportunities ~ Competitive hourly pay ~ Flexible scheduling... ...Requirements Because care is provided in clients' private homes throughout Orange County, caregivers must be able to reliably...Part timePrivateHourly payFull timeFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shift
$60 per hour
...functions in a global finance environment Hybrid schedule with a balanced 4-days onsite, 1... ...and watchlists accurately and in real-time Assist in monitoring and escalating MNPI... ...Experience: Familiarity with public vs. private-side dynamics in asset management or investment...PrivateHourly payRemote work- ...end-to-end payroll operations across a multi-state workforce. This role is critical for ensuring payroll accuracy, compliance, and timely processing. The ideal candidate will have 3+ years of payroll experience, proficiency in Microsoft Excel, and a strong understanding...Temporary work
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