Multi-Family Office Associate (Entry-Level)

About the role
A multi-family office serving high-net-worth individuals and families is hiring a Multi-Family Office Associate. This is an entry-level role — ideal for a recent college graduate eager to learn and grow in wealth management — supporting operational functions across the firm with hands-on experience.

 

What you'll do
- Client servicing & support: engage with clients to address inquiries and provide exceptional service; collaborate with the team to resolve requests promptly
- Reporting: help generate and analyze client reports; contribute ideas to improve reporting processes and formats
- Data entry: maintain accurate client records and databases; learn to navigate industry-leading software platforms
- Capital calls: support the processing of capital calls and distributions under guidance; gain exposure to investment management processes
- Subscription documents: learn to complete documentation accurately and efficiently; build organizational skills and attention to detail
- Billing: assist with billing procedures and invoice processing; gain exposure to financial transactions and billing systems
- Request management (Wealthscape / Addepar): gain hands-on experience with industry software; help manage client requests and tasks
- Account opening, onboarding & maintenance: support onboarding of new clients with senior guidance; learn regulatory and compliance procedures

 

What we're looking for
- Bachelor's degree in Finance, Business Administration, or a related field
- Strong attention to detail and a willingness to learn
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office, particularly Excel
- Enthusiasm for financial services and eagerness to contribute to a dynamic team