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.

• 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

• 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