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Personal CFO Associate - Wealth Management Assistant
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-07-30
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-07-30
Job specializations:
-
Accounting
Bookkeeper/ Accounting Clerk -
Finance & Banking
Bookkeeper/ Accounting Clerk
Job Description & How to Apply Below
Corient Private Wealth LLC. is seeking an Associate, Personal CFO to support daily bookkeeping, vendor management and client account activities in Newport Beach. The role involves processing invoices, reconciling statements and preparing journal entries for cash transfers, payroll, and asset purchases.
The position requires a Bachelor’s in Accounting and 2+ years of accounting experience with strong Excel skills. Experience with Sage Intacct or Quick Books Online is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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