Part-Time Bookkeeping and Client Support Specialist (Westfield, NJ)

Role Overview and Opportunity

This is a flexible, part-time role starting at approximately 6–8 hours per week, with room to take on more as needed.

This role is unique in that it blends traditional bookkeeping with hands-on financial support for seniors and high-net-worth clients, including bill pay, budgeting, and coordination of care-related expenses.

Responsibilities:

• Business Bookkeeping and Financial Operations
• Assist with managing QuickBooks and day-to-day business bookkeeping
• Categorize income and expenses accurately
• Perform account reconciliations and ensure financial statements align
• Maintain clean, organized financial records
• Daily Money Management and Elder Care Support
• Support seniors and high-net-worth clients with day-to-day financial management
• Manage bill pay, budgeting, and tracking of medical and long-term care expenses
• Work directly with clients to resolve discrepancies and financial questions
• Collaborate with financial advisors and accountants to ensure alignment
• Assist during tax preparation (e.g., organizing deductions, documentation)
• Potentially coordinate across multiple properties and financial obligations as well as trust management
• Provide a high-touch, patient, and service-oriented experience, especially when working with clients who may require additional support

Qualifications:

• Strong attention to detail and comfort working with numbers
• Proficiency in Microsoft Office
• Experience with QuickBooks or other finance software a plus
• Ability to learn new systems and tools quickly
• Strong problem-solving skills, especially with complex financials
• High level of patience, discretion, and professionalism
• Experience working with or supporting elderly clients, families, or caregiving environments is a plus
• Willingness to meet with local clients as needed

Work Structure and Compensation:

• Location: Local to Westfield, NJ and the surrounding area within 25 mile radius (in-person daily money management client interaction is required)
• Hours: 6-8 hours a week, with recurring monthly deadlines
• Compensation: Starting around $25/hour, with flexibility based on experience and room for growth
• Benefits: This role does not offer benefits

Pay: $25.00 - $30.00 per hour

Work Location: Hybrid remote in Westfield, NJ 07090