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Personal Assistant To Cfo Jobs in Boca Raton, FL

Blue Sky Utility

Treasury Manager

Fort Lauderdale, FL · Hybrid

$100K - $120K/yr

This is a high-visibility, execution-focused role reporting directly to the CFO. You will own day ... Support the development of treasury policies, controls, and governance frameworks * Assist with ...

ADT

Executive Administrative Assistant

Boca Raton, FL · On-site

Summary: The Executive Assistant supports the Chief Financial Officer and/or other senior ... to prioritize requests for the CFO's time, proactively resolve conflicts, and ensure the executive ...

ADT

Executive Administrative Assistant

Boca Raton, FL · On-site

Summary: The Executive Assistant supports the Chief Financial Officer and/or other senior ... to prioritize requests for the CFO's time, proactively resolve conflicts, and ensure the executive ...

Web Scribble

Bookkeeper

Boca Raton, FL · On-site

Maintain accurate, up-to-date records in QuickBooks Online. * Assist the CFO with monthly close activities and preparing financial summaries. Billing & Accounts Receivable * Create and send accurate ...

Web Scribble

Bookkeeper

Boca Raton, FL · Remote

Maintain accurate, up-to-date records in QuickBooks Online. * Assist the CFO with monthly close activities and preparing financial summaries. Billing & Accounts Receivable * Create and send accurate ...

Web Scribble

Bookkeeper

Boca Raton, FL · On-site

Maintain accurate, up-to-date records in QuickBooks Online. * Assist the CFO with monthly close activities and preparing financial summaries. Billing & Accounts Receivable * Create and send accurate ...

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Personal Assistant To Cfo information

See Boca Raton, FL salary details

$9

$21

$38

How much do personal assistant to cfo jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for personal assistant to cfo in Boca Raton, FL is $21.99, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $24.62 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a personal assistant to CFO?

To thrive as a Personal Assistant to a CFO, you need excellent organizational abilities, attention to detail, and a background in business administration or a related field. Familiarity with office productivity software (such as Microsoft Office Suite), calendar management tools, and sometimes basic accounting systems is typically required. Strong discretion, proactive communication, and problem-solving skills help you anticipate needs and manage sensitive information effectively. These skills are crucial for supporting the CFO efficiently, enabling smooth executive operations and maintaining confidentiality in a high-stakes financial environment.

What does a personal assistant to CFO do?

A Personal Assistant to a CFO provides high-level administrative support to the Chief Financial Officer of an organization. This typically includes managing schedules, organizing meetings, preparing reports, handling correspondence, and sometimes assisting with financial documentation. The role requires strong organizational skills, attention to detail, and discretion due to the sensitive nature of financial information. Personal Assistants to CFOs often act as a liaison between the CFO and other staff or external stakeholders, ensuring efficient workflow and communication.

What are some common challenges faced by a personal assistant to CFO, and how can they be managed?

A Personal Assistant to a CFO often juggles a fast-paced schedule, frequent last-minute changes, and sensitive financial information. Managing these challenges requires exceptional organizational skills, discretion, and adaptability. Building strong communication with the CFO and proactively anticipating their needs can help smooth daily operations. Familiarity with financial terminology and the ability to quickly prioritize tasks are also key to success in this role.

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Personal Assistant To Cfo jobs near you
Infographic showing various Personal Assistant To Cfo job openings in Boca Raton, FL as of August 2026, with employment types broken down into 54% Full Time, and 46% Part Time. Highlights an 100% In-person job distribution, with an average salary of $45,731 per year, or $22 per hour.

Associate, Personal CFO

Corient Private Wealth LLC

Weston, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 15 days ago

Job description

Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
  • Performing bookkeeping functions on a daily, weekly, monthly basis;
  • Vendor maintenance - creating and modifying existing vendors, managing W-9 and NDA forms process with new vendors, and ad hoc communications with vendors
  • Recording vendor invoices in the accounts payable module of Intacct or within Bill.com and submit for review
  • Completing vendor, credit and other applications on behalf of clients
  • Processing Form 1099s annually, where applicable, Recording journal entries for cash transfers, payroll, accruals, asset purchases and capital improvements, as well as specific accounting related to clients personal assets
  • Reconciliations of bank statements, brokerage statements and credit card statements, including transaction feeds into our accounting systems
  • Meticulous maintenance of client files/records in shared network folders
  • Responding promptly to client requests
  • Familiarity with financial statements
  • Ad hoc analysis and reporting

Qualifications & Requirements
  • Bachelor's degree in Accounting
  • 2+ years' accounting experience focusing on A/P, Journal Entries, Bank Reconciliations and Data Entry
  • Strong proficiency in Excel (including pivot tables and v-lookups)
  • Preferred experience with Sage Intacct, QuickBooks Online, or similar accounting systems.
  • Expeditious and accurate data entry skills
  • Highly motivated self-starter; independent worker
  • Able to communicate well (both verbal and written) and build relationships within teams
  • Possess core self-management skills: time management, organization, prioritization, resourcefulness, problem-solving
  • Detail oriented, Intelligent; Inquisitive
  • Exhibits accountability and ownership
  • Strive for continuous improvement
  • Family Office Experience preferred

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

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