Multi-Family Office Associate

Job overview

The Multi-Family Office Associate is listed in Bridgeville, PA; the posting does not specify a work arrangement or schedule. Compensation is not specified. The role supports Waldron Private Wealth’s Family Office Services team and its financial operations for high- and ultra-high-net-worth clients. The associate processes transactions, maintains financial records, coordinates with vendors and financial institutions, and prepares reports. By working across bill pay and bookkeeping workflows and providing backup coverage, the role helps maintain accurate, continuous client financial operations.

What you'll do

• Process bill payments and invoices
• identify missing bills and monitor payment schedules
• maintain accounts and transaction records in accounting software
• monitor client cash balances and initiate transfers as needed
• investigate invoice discrepancies
• create client invoices and track billable time
• categorize and reconcile transactions in QuickBooks Online
• support month- and year-end close
• prepare financial reports
• organize records for tax filings and CPA collaboration
• coordinate with financial institutions and vendors
• manage client portal access
• provide backup coverage for bill pay and bookkeeping functions.

What we're looking for

Skills & competencies

multi-family office associate

bridgeville pa

waldron private wealth

family office services

bill pay

bookkeeping

accounts payable

quickbooks online

financial reporting

client financial operations

vendor coordination

associate degree required

Work arrangement

• Weekend coverage required

Why this role

An associate degree in accounting, finance, or a related field is required; a bachelor’s degree is preferred. Relevant accounting, bill pay, accounts payable, bookkeeping, or financial operations experience is preferred.

About the employer

Waldron Private Wealth is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.