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
...Part-Time Bookkeeper Come join our team! This role sits in Galway Family... ...comprehensive, personalized wealth management solutions and expert... ...of the high-net worth private clients are accurate. They also... ...Location: Newport Beach, CA – Hybrid (approximately 1 or 2 days a...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
$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- 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
$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- 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
- ...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-Ljbffr RmoPrivateWork at office
- ...high- and ultra-high-net-worth clients. You will lead multi-disciplinary deal teams, design credit strategies and deliver integrated wealth solutions with exceptional service. You will cultivate client relationships, coordinate with professional advisors, and drive...Private
- Bank N.A. in Newport Beach seeks a Wealth Sales & Service professional to develop, manage and grow relationships with high-net-worth clients, delivering expert service and tailored balance sheet solutions. You will work with branch and regional teams to implement a business...Private
- 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
- 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
$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- ...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
$100k
...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...PrivateTemporary workLocal areaFlexible hours$250k
...average, experience 2.4 to 2.6 times the academic growth of... ...go find them. Alpha is a K-12 private school built on a claim we can... ...This role is fully on‑site, not hybrid. Authorized to work in the United... ..., concierge medicine, private wealth, membership clubs, or high‑end...PrivateFull timeLive inLocal areaImmediate startRemote workRelocationVisa sponsorshipAfternoon shift$180k - $220k
...Wealth Advisor / Future Equity Partner Location: Orange County, CA (Preferred) | Los... .... 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 administrative...PrivateWork at office- ...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
$130k
...Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with... ...and Lead Advisors Deliver family office/private client/integrated wealth/emerging wealth service...Full timeImmediate start- ...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
...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- Allied Universal is hiring a Part-Time Security Officer Patrol Driver for a private gated community in Newport Coast, CA. The role focuses on visible security presence, client service, and timely incident responses. Requirements include a valid driver’s license and at...Part timePrivateShift work
$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- ...Healthcare Services seeks compassionate LVNs to provide one-on-one private duty nursing care for pediatric and adult patients in Orange... ...across days, afternoons, overnights, weekends, and both full-time and part-time opportunities. Call Blake Morgan at (***) ***-**** for...Part timePrivateFull timeFlexible hoursNight shiftWeekend work
$31 - $35 per hour
...LVN - Private Duty NurseCosta Mesa, CaliforniaPay: $31-$35 per hourJoin Maxim Healthcare Services... ...and make a difference one patient at a time.Maxim Healthcare Services is seeking... ...DaysAfternoonsOvernightsWeekendsFull-Time & Part-Time OpportunitiesIf you are passionate about...Part timePrivateTemporary workFlexible hours
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