Bookkeeper and personal assiting to CEO​/Founder in Boca Raton Fl

BPP Wealth Solutions, LLC is dedicated to helping clients Build, Protect, and Preserve Wealth for Generations™. By clarifying clients’ financial goals, the firm develops and implements personalized Security Income Plans® to achieve these objectives. Once established, BPP Wealth Solutions focuses on advanced strategies to ensure wealth is preserved and transferred effectively to future generations. The company takes pride in delivering tailored financial planning services to secure long-term financial success for its clients.

This is a Part-time hybrid position located in Boca Raton, FL, with opportunities to work both in-office and remotely. The Bookkeeper and Personal Assistant will manage bookkeeping tasks, assist in financial processes, and support the CEO/Founder with both professional and occasional personal administrative responsibilities. Daily responsibilities include maintaining financial records, and Quickbooks, preparing financial statements, processing transactions, and maintaining organization for the CEO.

• Strong proficiency in Bookkeeping, Financial Statements, and preparing accurate Journal Entries
• Experience in using Quickbooks and understanding Finance principles
• Exceptional organizational, time management, and multitasking abilities
• Excellent attention to detail and problem-solving skills
• Strong communication skills, both written and verbal
• Ability to maintain confidentiality and exercise discretion in all matters
• Bachelor's degree in accounting, finance, or a related field preferred
• Prior experience in a bookkeeping or similar role is strongly preferred