Posting Description

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Job Summary

This internship offers hands-on experience in accounting and financial operations, including bookkeeping, accounts payable, reconciliations, financial reporting, and maintaining financial records using tools such as QuickBooks Online and Bill.com. It’s ideal for an Accounting student who is detail-oriented, organized, comfortable with Excel, and eager to gain practical accounting experience in a professional environment.

Key responsibilities include:

Support day-to-day bookkeeping and general accounting activities.
Assist with the preparation of financial reports and cash flow analyses.
Process accounts payable transactions accurately and timely using Bill.com.
Assist with bank and credit card reconciliations and help resolve discrepancies.
Enter, review, and maintain financial information in QuickBooks Online and other accounting systems.
Maintain organized and accurate accounting records and supporting documentation.
Provide support for special projects and administrative tasks, as assigned.

Qualifications:

Currently pursuing a bachelor’s degree in Accounting or a related field; junior or senior standing is preferred.
Strong attention to detail, organizational skills, and commitment to accuracy.
Working knowledge of Microsoft Excel; familiarity with QuickBooks Online or Bill.com is a plus.
Effective written and verbal communication skills.
Ability to manage time, prioritize assignments, and meet deadlines in a professional environment.
Collaborative, dependable, and eager to learn with a positive, professional approach.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences!

The hourly range for this position is $18.00 – $20.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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Family Office Accounting Intern

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