Waldron Private Wealth

Boutique wealth management for families

Multi-Family Office Associate

BookkeepingConfirmed live in the last 24 hours

Full-timeBridgeville, PA, USANo salary listedIn-person

About the Job

Requirements

An associate degree in accounting, finance, or a related field is required.
At least two years of accounting-industry experience is preferred.
At least one year of experience with bill pay, accounts payable, bookkeeping, or related financial operations is preferred.
Experience with QuickBooks Online or similar accounting software is preferred.
Experience with investment accounts, trust accounts, limited liability companies, and/or limited partnerships is preferred.

Responsibilities

Process bill payments and invoices according to established methods and procedures, safeguard against overpayment, unauthorized payments, and expense abuse, and create client invoices.
Identify missing or incomplete bills and monitor payment schedules to ensure obligations are met without late fees or penalties.
Maintain accounts, record transactions, connect credit card and bank accounts, and manage supporting documentation in the firm's accounting software.
Monitor client cash balances, initiate cash transfers as needed, and anticipate future liquidity needs.
Identify and analyze recurring invoice discrepancies, escalate patterns, and recommend process resolutions to the Bill Pay Specialist or Senior Bookkeeper.
Create client invoices and assist with tracking billable time according to company policies.
Assist in categorizing and reconciling spending transactions across client entities in QuickBooks Online.
Support month-end and year-end close processes under the direction of the Senior Bookkeeper.
Prepare monthly and periodic financial reports for family members, including budget summaries, profit and loss statements, cash flow statements, spending reports, and balance sheets.
Organize financial records and documentation to support client tax filings and collaboration with certified public accountants.
Serve as a primary contact for client financial institutions, including banks, custodians, credit card providers, and utility vendors, to establish, maintain, and resolve issues within client accounts.
Manage client portal access, including authentication codes and secure login procedures, for financial institution platforms associated with client accounts.
Establish and maintain vendor records; resolve billing discrepancies, account errors, and service issues with client institutions on behalf of the firm; and onboard new client vendor relationships.
Provide backup coverage for the Bill Pay Specialist and Senior Bookkeeper during absences to ensure uninterrupted client service and continuity of financial operations.

Desired Qualifications

A bachelor's degree is preferred.
At least two years of accounting-industry experience is preferred.
At least one year of experience with bill pay, accounts payable, bookkeeping, or related financial operations is preferred.
Experience with QuickBooks Online or similar accounting software is preferred.
Experience with investment accounts, trust accounts, limited liability companies, and/or limited partnerships is preferred.

Waldron Private Wealth (Waldron) is looking for a Multi-Family Office Associate to provide support to the Family Office Services (FOS) team by providing reliable operational capacity across both the Bill Pay Specialist and the Senior Bookkeeper functions. This role is responsible for daily transaction processing, vendor coordination, and financial record maintenance on behalf of the firm's high and ultra-high net worth clients. The Multi-Family Office Associate is expected to develop subject matter expertise across the full FOS workflow, operate independently within established procedures, and serve as a trusted backup resource to senior team members to ensure continuity and accuracy in all client-related financial operations.

In this role you will:

Process bill payments and invoices in accordance with established methods and procedures, safeguarding against overpayment, unauthorized payments, expense abuse, and create client invoices.
Proactively identify missing or incomplete bills; monitor payment schedules to ensure all obligations are met without late fees or penalties.
Perform account maintenance, record transactions, connect credit card and bank accounts, and manage supporting documentation within the firm's accounting software.
Monitor client cash balances, initiate cash transfers as needed, and maintain operational awareness to anticipate and address future liquidity needs.
Identify and analyze root causes of repetitive invoice discrepancies; escalate patterns and recommend process resolutions to the Bill Pay Specialist or Senior Bookkeeper.
Create client invoices and assist with tracking billable time in accordance with Waldron's policies.
Assist in the categorization and reconciliation of spending transactions across client entities within QuickBooks Online.
Support month-end and year-end close processes under the direction of the Senior Bookkeeper.
Prepare monthly and periodic financial reports for family members, including, but not limited to, budget summaries, P&L statements, cash flow statements, spending reports, and balance sheets.
Assist in organizing financial records and documentation to support client tax filings and CPA collaboration.
Serve as a primary point of contact for client financial institutions, including banks, custodians, credit card providers, and utility vendors, to establish, maintain, and resolve issues within client accounts.
Manage client portal access, including authentication codes and secure login procedures, for all financial institution platforms associated with client accounts.
Establish and maintain accurate vendor records; resolve billing discrepancies, account errors, and service issues directly with client institutions on behalf of the firm as well as onboarding of new client vendor relationships
Serve as backup coverage for the Bill Pay Specialist and Senior Bookkeeper during absences, ensuring uninterrupted client service and continuity of financial operations.

Experience/Education Requirements:

Associates Degree in accounting, finance, or related field required. Bachelor's degree preferred.
Minimum of two (2) years of experience within the accounting industry preferred.
Minimum of one (1) year of experience with bill pay, accounts payable, bookkeeping, or related financial operations preferred.
Experience with QuickBooks Online or similar accounting software preferred.
Experience with investment accounts, trust accounts, LLCs, and/or LPs preferred.

About the Company

Waldron Private Wealth

Boutique wealth management for families

Waldron Private Wealth provides tailored wealth management for a select group of high-net-worth individuals, families, and family offices. It offers a 360° view by coordinating investments with taxes, trusts, income types, and distributions to simplify the complexities of their finances. For each client, it builds a dedicated team of credentialed experts, including Certified Financial Planners, CPAs, and CFAs, to tailor strategies to the client's circumstances. Its differentiators are a selective client base, a team-based advisory model, and a focus on simplifying wealth management to help clients coordinate all aspects of their financial picture and achieve coordinated, long-term goals.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Bridgeville, PA
Founded: 1995

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