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Family Office Associate

Pridestaff Financial
Full-time
On-site
West Palm Beach, Florida, United States
$50,000 - $65,000 USD yearly

Family Office Associate  -- Pridestaff Financial is seeking a Family Office Associate who is ready to get their career started.

Who you will be working for:

A newly private Family Office dedicated to managing the comprehensive financial and administrative affairs of a private equity founding partner. Client is moving an office to our local area and is looking for a foundational member to join their team. Client believes in taking exceptional care of their employees, offering a supportive environment, and fostering long-term professional growth.

The Opportunity for the Family Office Associate

Seeking a proactive, detail-oriented Family Office Associate to work directly with and support two Managing Directors. This is a fantastic entry-level position—ideal for a recent college graduate or an individual with 1-2 years of relevant office experience—eager to launch a career in the specialized world of family wealth management. You will gain hands-on experience across finance, operations, and administrative functions.

Key Responsibilities:

The Family Office Associate will be responsible for a diverse range of tasks, including:

Financial Administration:

  • Processing and managing accounts payable, including day-to-day bill payment and expense tracking.
  • Maintaining and updating financial records and ledgers on a regular basis.
  • Assisting in the preparation of quarterly financial reports and summary statements.

Tax and Accounting Support:

  • Working closely with external accountants to compile necessary documentation for tax preparation.
  • Organizing and managing financial documents required for various reporting purposes.Investment and Legal Coordination:
    • Working with third-party investment advisors and custodians to assist with administrative tasks.
    • Providing organizational support for estate planning documents and projects.
    • A background or understanding of private equity or professional services is a plus.    Qualifications and Experience
      • Education: A Bachelor's degree in Finance, Accounting, Business Administration, or a related field, or a strong desire to learn the industry.
      • Experience: 1-2 years of professional office experience.
      • Skills:
        • fast learner with a proactive attitude and a strong desire to grow within the role and the company.
        • Exceptional attention to detail and organizational skills.
        • Proficiency with Microsoft Office Suite (Excel is essential).
        • High degree of discretion and ability to handle confidential information with integrity.

        Compensation and Benefits Client offers a competitive package that reflects their commitment to employees:

        • Salary:  commensurate with experience and ranges up to the $60's
        • Benefits:
          • 100% employer-paid health benefits (medical, dental, and vision).
          • Generous 401(k) retirement plan with an employer match.
          • Participation in the company profit-sharing plan.

          If you are a motivated individual ready to take on a challenging and rewarding role at the start of a promising career, we encourage you to apply! Compensation / Pay Rate (Up to): $50,000.00 - $65,000.00