Concierge Personal Finance Executive

Tight Ship Private Client Services · San Diego, California

FULL TIME$40,000 – $40,000 / yr

Job Description

We’re Hiring: Personal Finance Bookkeeping / Concierge Assistants Supporting Private Clients With All Facets of Home, Health & Lifestyle

Chicago | Atlanta | San Francisco | SoCal | SW FL (Hybrid / Flexible)

Are you the person others rely on to

keep everything running smoothly

?

We’re growing and looking for highly organized, self-directed professionals to step into a unique role that blends bookkeeping, bill pay and lifestyle financial management for private clients and family offices.

This is not a traditional assistance & admin role.

At Tight Ship, you serve as your client’s “Personal CFO”—the trusted operator who ensures every financial detail, household responsibility, and professional relationship is coordinated with precision.

Your Role: The “Air Traffic Controller” of Your Client’s Life

You’ll serve as the central point of coordination across

Daily money management (bill pay, cash flow, budgeting)
Bookkeeping for households & family office-style environments
Healthcare & insurance navigation
Household operations and vendor management
Coordination with CPAs, attorneys, and wealth advisors

If it touches your client’s financial life—you help manage it.

Your Background

Bookkeepers, financial coordinators or operations professionals ready for a more client-facing, high-impact role
Individuals who thrive in autonomous, flexible environments
Detail-oriented professionals who take pride in accuracy, follow-through, and discretion
Those who naturally take ownership and understand the importance of efficiency, security and accuracy

The Opportunity
Flexible, hybrid schedule depending on the needs of the client; some clients want a presence in-home, some clients prefer a completely virtual arrangement; some clients need a little bit of both.

Tight Ship prides itself on a personalized experience with each client and that’s reflected in both how we perform our services as well as where the services are performed.

· Part-time structure (15–20 hrs/week) with growth potential
$40/hour + increasing billable opportunities
Company-sponsored Certified Senior Advisor® (CSA) designation &/or QBO Certification based on background
Work directly with private clients and their trusted wealth, tax and legal advisors

This Is More Than Bookkeeping or Personal Assistance

You’re not just recording transactions or helping with general day to day admin—you’re creating clarity, control, and confidence in your clients’ lives.

Must Haves

Bachelors Degree

Experience related to Wealth Management, Personal Finance, &/or Project Management

Quickbooks or other related certification preferred

Proficiency with Google Sheets, Docs & Excel are a must

Outstanding ability to communicate & translate financial or operational concepts into digestible information (in person & written)and able to flex to needs of the client

Submit to background check

Access to reliable transportation

This flexible, part-time role is structured as an hourly position and is not benefit-eligible

Apply with resume & cover letter to info@tight-ship.com

Industry

Financial Services, Concierge Client Services, Personal Assistant, Household Support

Employment Type

Part-time

Company	Tight Ship Private Client Services
Location	San Diego, California
Type	FULL TIME
Niche	Client information workers
Salary	$40,000 – $40,000 / yr

Explore 1M+ Live Opportunities.

Concierge Personal Finance Executive

Job Description

You’ll serve as the central point of coordination across

You’re not just recording transactions or helping with general day to day admin—you’re creating clarity, control, and confidence in your clients’ lives.Must Haves

Quickbooks or other related certification preferred

You’re not just recording transactions or helping with general day to day admin—you’re creating clarity, control, and confidence in your clients’ lives.

Must Haves