Family Office Bookkeeper

Website City Wide Facility Solutions

The First Choice for Your Facility Solutions Whether you're looking for commercial cleaning, janitorial services, or any other facility maintenance service, we're here to help.

What you will do….

  • 75% bookkeeping, expense reporting, and bill pay, and 25% administrative and personal support, Monday-Friday.
  • Generate monthly financials for multiple businesses, trusts, and individuals.
  • Reconcile and track all investments and bank account recordings in family office software.
  • Manage bill payments and invoicing for family entities and individuals.
  • Reconcile and submit executive expense reports on a timely basis, disputing questionable charges as needed.
  • Manage and complete Family Office administrative tasks in support of the Executive Assistant and family members.
  • Assist the staff with family members personal needs, including errands outside of the building, personal tasks, phone calls, meeting schedules, calendar
  • management, bills/invoices, property management, travel, and other administrative requirements.
  • Receive, sort, and manage incoming mail and deliveries for executives.
  • Assist with event coordination, reservations, and preparation of company events.
  • Protect the confidentiality of information learned by performing the duties of the position.
  • Other duties as necessary.
  • Travel requirements (none).


  • 1-2 years of experience in a bookkeeping role, preferably with a family office.
  • Must have excellent organizational skills and be very detail-oriented.
  • Ability to work with highly confidential information and work independently.
  • Experience in generating business presentations/reports, event planning, and data entry.
  • Associate’s Degree preferred.
  • Proficiency in Intuit QuickBooks and Microsoft Office Suite, including Task functions.
  • This job operates in an office environment..


JBO Management, a company in the City Wide family, offers competitive compensation and comprehensive benefits, including medical, dental, vision, life insurance, short- and long-term disability insurance, PTO, and 401k. In addition, City Wide prides itself on a culture rich in history and collaboration, within a customer-focused atmosphere that fosters continual learning and development. As a people-centered culture, we also offer community-based enrichment, including paid time to support charities of choice!

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