Employment Opportunities

At My Personal Bookkeeper, we are always on the lookout for passionate and enthusiastic team members to support our clients in the role of Client Advocate. If you have general knowledge of personal finance, strong organizational skills, attention to detail, patience, and are a team player, we would love to hear from you. Please apply through the open job posting below.

“As I watched my mother and my relatives age, I saw they became less able to handle their monthly financial tasks. I also saw many people trying to scam them with services that they did not need. I knew at that point that with 30 plus years of accounting experience, I would be able to help these seniors navigate the financial landmines.”

Toni L. , MPB Client Advocate
Team

Client Advocate | My Personal Bookkeeper

Posted 4 years ago
As a Client Advocate no two days - or clients - are alike. One day you might be helping a recent widow pay her bills. The next day you might be navigating through insurance claims for a senior who just had a recent hospital stay.  The third day you might be organizing tax documents to send to a CPA. Most importantly, you are helping those who need it, and what could be more gratifying? Responsibilities:
  • Bill Pay & Bank Account Reconciliation (both on paper and electronically)
  • Billing/Financial Statement Review
  • Tax Organization
  • Insurance Claim Management
  • Mail Review
  • File Organization
  • Digital Set-up/Content Organization
  • Calendaring/Scheduling
  • And more based on client needs
Qualifications & Skills:
  • Basic knowledge of personal finance - balancing checkbooks, auto pay, etc.
  • Patience - often dealing with clients who can be easily overwhelmed so being patient and non-judgmental is critical.
  • Integrity - you will handle sensitive financial and personal information about clients. Individuals and their family members must be able to trust you.
  • Attention to detail
  • Strong organizational skills
  • Team player - working with family members and other professionals in the client’s life is part of the job. Ensuring effective communication between your client and her “team” is one of the key benefits of our service.
  • High school diploma or equivalent; degree in business administration, accounting, finance or relevant field helpful but not required.
  • Basic level of computer proficiency desired: email, Quickbooks, digital account set-up
  If you’re interested in joining our team please upload your resume here.  

As a Client Advocate no two days – or clients – are alike. One day you might be helping a recent widow pay her bills. The next day you might be navigating through insurance claims for a se...

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