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Wealth & Estate Planning Analyst - Family Office

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Ledgent
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in West Palm Beach, Florida is seeking an Associate to join their Family Office team. This role involves handling diverse financial tasks, including managing records for investments and estate planning. The ideal candidate will have a degree in Accounting or Finance, demonstrate integrity, and possess strong analytical and interpersonal skills. Proficiency in Excel is required, and experience with Quick Books is a plus.

The position requires discretion and the ability to handle sensitive financial information responsibly.
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