Private Wealth Bookkeeper & Personal CFO Associate
CI Financial
Corient is seeking a detail-oriented bookkeeper in Seattle to support daily, weekly, and monthly financial processes for high-net-worth clients. You will manage accounts payable, vendor relations, and client reporting while ensuring accuracy and compliance. The role emphasizes independence, timely communication, and collaboration with teams across the office. Onsite work four days per week with a strong focus on accuracy and confidentiality. #J-18808-Ljbffr CI Financial
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Private Wealth Bookkeeper & Personal CFO Associate in Seattle, WA vacancy
- Corient is seeking a detail-oriented bookkeeper to join our team in Seattle. You will handle daily to monthly bookkeeping tasks, manage vendors and forms, enter invoices, and prepare journal entries for cash, payroll and assets. We value accuracy, reliability and strong...Suggested
$75k - $160k
...while driving new business. This role entails client-facing analyses, monitoring macroeconomic trends, and working closely with Private Wealth Advisors. The ideal candidate has a bachelor's degree and at least 3 years of related experience. Competitive salary ranges...Private$85k - $105k
CMC Recruiting is seeking a Private Wealth Management Associate for our Seattle area client, a growing wealth management firm focused on client service and comprehensive financial planning. You will support advisors in client relationship management, financial planning,...Private- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role requires broad knowledge of investments, banking, wealth and estate planning, and fiduciary services to frame, acquire, and retain relationships...Private
- JCW Group, a Washington-based growth-oriented RIA, is seeking a Private Wealth Advisor to manage and grow relationships with its high-value clients. The role offers significant autonomy and a warm referral pipeline with a flexible remote schedule. The ideal candidate brings...PrivateRemote jobFlexible hours
- ...Job Description Job Description Associate Advisor Greater Seattle Area ISC's Financial... ...specializes in delivering customized wealth management and investment advisory... ...worth clients within wealth management, private wealth, family office, or investment advisory...PrivateFor contractorsWork at office
International Search Consultants
Seattle, WAa month ago - ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is... ...understanding clients’ financial situations and personal circumstances; strong listening skills and high...PrivateWork at office
Next Frontier Capital
Bellevue, WA4 days ago - EY's Wealth Tax Advisory Practice is seeking a Manager to join our team and lead engagements for high-net-worth families. You will mentor junior professionals and deepen client relationships while delivering tailored tax advice and compliance across multijurisdictional...Private
- Baker Tilly Advisory Group, LP seeks a Tax Manager for its Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance and advisory services to affluent clients, partnering with firm leadership to drive client outcomes. You will mentor staff and contribute...PrivateFlexible hours
- A leading CPA advisory firm in Seattle is seeking a Tax Manager for the Private Wealth/High Net Worth team. This role involves delivering tax and business advisory services to small business clients, mentoring staff, and developing strong client relationships. Candidates...PrivateFlexible hours
$35.63k - $85k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...PrivateFull timeTemporary workWork at officeLocal areaWork visa- ...Chief Financial Officer (CFO) About the Company Accomplished provider of top-notch services Industry Consumer Services Type Privately Held About the Role The Company is in search of a Chief Financial Officer (CFO) to spearhead and implement the financial...Private
- ...Chief Financial Officer (CFO) About the Company A PE-backed, tech-enabled marketplace business with a scalable, asset-light model. Industry Internet Type Privately Held, Private Equity-backed About the Role The Company is seeking a Chief Financial...Private
- ...Chief Financial Officer (CFO) About the Company Newly acquired mid-market distribution services business investing heavily for... ...future growth. Industry Logistics and Supply Chain Type Privately Held, Private Equity-backed About the Role The Company is...Private
- ...Chief Financial Officer (CFO) About the Company PE-backed B2B SaaS business in a meaningful growth phase. Industry Computer Software Type Privately Held, Private Equity-backed About the Role The Company is seeking a Chief Financial Officer (CFO)...PrivateRemote work
- ...Chief Financial Officer (CFO) About the Company PE-backed B2B SaaS business in a meaningful growth phase Industry Computer Software Type Privately Held, Private Equity-backed About the Role The Company is seeking a Chief Financial Officer (CFO)...PrivateRemote work
- ...Chief Financial Officer (CFO) About the Company Private equity-backed food manufacturing and protein processing business serving retail and foodservice channels. Industry Food Production Type Privately Held, Private Equity-backed About the Role The...PrivateImmediate start
- ...Chief Financial Officer (CFO), Faculty Practice Plan & Health Sciences About the Company Well-known private university Industry Higher Education Type Educational Institution Founded 1867 Employees 5001-10,000 Categories Education Colleges...Private
- ...acting as a player/coach and communicating across all levels of the business. Ideal candidates have multi-unit healthcare experience, private equity cadence, and a track record managing cash flow, banking relationships and an active M&A program with integration experience....Private
- A leading financial services firm based in Seattle is hiring a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. The role requires a proven ability in client acquisition, financial advising, and maintaining...Private
- ...Interim Chief Financial Officer (CFO) About the Company A private equity-backed consulting organization seeking interim CFO leadership for finance and accounting. Industry Management Consulting Type Privately Held, Private Equity-backed About the Role...PrivateInterim roleImmediate start
- ...Chief Financial Officer (CFO), Venture Capital About the Company Respected accounting & financial services firm Industry Accounting Type Privately Held Founded 1994 Employees 201-500 Categories Accounting Financial Accounting Tax Services...PrivateInterim role
- ...Chief Financial Officer (CFO) About the Company A digital engineering and tech-enabled services business serving large, blue chip... .... Industry Information Technology and Services Type Privately Held, Private Equity-backed About the Role The Company is...Private
- ..., while enabling them to preserve their wealth for future generations, and provide for... ...to meet you. Responsibilities Performing bookkeeping functions on a daily, weekly, monthly basis... ...specific accounting related to clients personal assets Reconciliations of bank...Permanent employmentTemporary workWork at officeFlexible hours
- ...Chief Financial Officer (CFO) About the Company Pioneering... ...and Fitness Type Privately Held Founded 1974 Employees... ...Health & Wellness Amazon Associates Program Fitness Fitness... ...Opportunities Partners Programs Personal Health Specialties...Private
- ...firm working across construction, public-private partnerships, and innovation-driven... .... We're hiring a part-time, experienced bookkeeper to support our internal accounting operations... ...and ready for reporting. This is an in-person role based in Seattle , with opportunities...PrivateFull timePart timeFlexible hours
Pacific Partners LLC
Seattle, WA1 day ago - ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture Capital... ...platform, specifically targeting private wealth clients. This role involves managing asset-...Private
- ...Opportunity Propel Recruitment is partnering with a highly regarded private organization in Seattle to identify an experienced Accounts... ...-related responsibilities as needed What We're Looking For Associate’s degree in Accounting plus 1+ year of AP experience , or 3+ years...PrivateWeekly payFull timeWork at officeRemote work
Propel Recruitment LLC
Seattle, WA16 hours ago - ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
Next Frontier Capital
Bellevue, WA16 hours ago - HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth clients. You will assess needs and recommend banking, investment and insurance solutions while growing wallet share. The role emphasizes client relationships, compliance, and collaboration...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Bookkeeper & Personal CFO Associate. Be the first to apply!
Related searches
- virtual bookkeeper no experience Seattle, WA
- contract bookkeeper Seattle, WA
- bookkeeper Seattle, WA
- work from home bookkeeper no experience Seattle, WA
- remote bookkeeper Seattle, WA
- part-time accounting clerk Seattle, WA
- work from home bookkeeper Seattle, WA
- bookkeeper part-time Seattle, WA
- senior gl accountant Seattle, WA
- bookkeeping clerk Seattle, WA