Family Office Associate

Family Office Associate

Pridestaff Financial is seeking a Family Office Associate who is ready to get their career started. 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 positionideal for a recent college graduate or an individual with 1-2 years of relevant office experienceeager 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 :

A 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