Bookkeeper - Quickbooks - Bill Pay - Family Office
Job Opportunity at CRG Leadership Institute LLC

Posted on Jan 12

http://www.executivesuccesspartners.com    239-821-7254

Location: Naples, FL
Job Type: Full Time
Job ID: W4149982

Our client is a growing Financial Advisory firm located in Naples, Florida. They are currently seeking to hire a bookkeeper with strong Quickbooks, Excel and bill pay experience to join their growing team.


  • Bookkeeping and bill pay experience in a family office/personal bookkeeping environment unique to Ultra High New Worth families such as private jet / concierge
  • Quickbooks certified preferred
  • Proficient in Excel
  • Project oriented
  • Strong sense of urgency and problem-solving skills
  • Banking or Financial experience a plus
  • Multi-lingual (Spanish and English) a plus and preferred


  • Minimum of two years bookkeeping experience
  • Deep working knowledge of Quickbooks and Microsoft Excel
  • Proficiency in Datafaction Software preferred or willingness to learn
  • Excellent written and verbal communications skills (ability to speak directly with clients)
  • Active learner
  • Ability to work well with a team as well as operate independently
  • Strong organizations skills, follow-up, proactive, etc...
  • Strong desire for growth
  • Proactive
  • Self motivated
  • Strong work ethic

2-year degree or more is preferred

Competitive compensation package

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