Concierge Personal Finance Executive

Position Overview

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

Chicago | Atlanta | Denver | Cincinnati (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.

• 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
• General management of your client’s financial life

• 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

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

• 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