Bookkeeper / Office Assistant

Location: East Boca Raton, FL

Employment Type: Full-Time

About the Opportunity

A private family office is seeking a highly organized and trustworthy Bookkeeper / Office Assistant to support day-to-day financial, administrative, and operational activities. This individual will play a key role in maintaining accurate financial records, supporting leadership, coordinating vendors, and ensuring the smooth operation of a fast-paced, high-touch environment.

This position is ideal for a detail-oriented professional who enjoys a blend of bookkeeping and administrative responsibilities and takes pride in providing exceptional service with complete discretion.

Key Responsibilities

Bookkeeping

• Process invoices, bills, and vendor payments while maintaining organized supporting documentation.
• Enter financial transactions into QuickBooks and maintain accurate records.
• Reconcile credit card accounts and track expenditures.
• Monitor recurring expenses, service contracts, memberships, and renewals.
• Prepare expense reports, budgets, and tracking schedules using Excel.
• Maintain petty cash records and reconcile receipts.

Office Administration

• Provide administrative support to senior leadership and family office staff.
• Organize and maintain digital and physical records, asset inventories, manuals, contracts, warranties, and contact databases.
• Coordinate travel arrangements, reservations, and appointments.
• Schedule and manage virtual meetings via Teams or Zoom.
• Assist with special projects, operational initiatives, and general office support.
• Run occasional local errands as needed.

• Qualifications

• 5+ years of bookkeeping experience with QuickBooks.
• Strong proficiency in Microsoft Excel, Word, and Outlook.
• Excellent written and verbal communication skills with strong business etiquette.
• Comfortable using technology, mobile devices, and a variety of business applications.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.
• Valid driver's license and reliable transportation.

Desired Attributes

• Professional, calm, and polished demeanor.
• High level of integrity and discretion when handling confidential information.
• Strong organizational and follow-through skills.
• Resourceful problem solver with a proactive approach.
• Positive attitude and collaborative mindset.
• Ability to thrive in a close-knit, team-oriented environment.

What We Offer

• Opportunity to work within a stable and professional private family office environment.
• Collaborative and supportive team culture.
• Varied and engaging responsibilities with exposure to both financial and operational functions.
• Long-term opportunity with a highly respected organization.

Qualified candidates who enjoy bookkeeping, administration, organization, and providing exceptional support are encouraged to apply.