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.”
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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