Job Description
Job Description
Your Finance Career Accelerates Here
Pridestaff Financial has partnered a leading equity firm in seeking a Family Office Associate for their new West Palm Beach location. Ideal candidate will be a highly motivated, junior-level core member of this foundational team. This role is a direct path to gaining unparalleled, holistic financial exposure that is typically reserved for senior professionals.
If you have a finance degree, are meticulously organized, and possess the utmost integrity to manage highly confidential information, this is your chance to start your career at the highest level of private wealth management.
What You Will Do
As a key member of a lean team, you will touch every critical function of the Family Office, giving you a 360-degree view of private wealth.
- Financial & Tax Support: Complete, file, and update financial agreements (loans, leases, investments), and work directly with external tax accountants on complex tax and gift return preparations.
- Estate & Planning: Assist estate attorneys with gifting strategies and other long-term wealth transfer matters.
- Cash & Investment Oversight: Manage cash flow tracking and projections, coordinate investments with third-party managers, and assist with real estate transaction oversight.
- Reporting: Prepare and enhance quarterly financial reports for senior partners and their families across multiple generations.
- Discretion & Trust: Handle sensitive personal tasks, such as bill payments and charitable gift execution, while always maintaining the absolute highest level of confidentiality.
We’re Looking For a Future Leader
- Education: Bachelor’s degree in Accounting, Finance, or a related discipline (CPA a plus).
- Experience: 3 years experience in Financial Analyst, Investment Banking Analyst, Junior Accountant, Credit Analyst, Associate Financial Advisor, Paraplanner, Junior Auditor, or Risk Analyst.
Analyst roles
- Core Skills: Proficiency in Excel is required; knowledge of QuickBooks is a benefit. Must be detail-oriented, analytical, and possess strong written and verbal communication skills.
- Character is Key: You must demonstrate utmost integrity, trustworthiness, and discretion to handle highly personal and confidential financial information.
- Drive: Strong work ethic and the ability to effectively manage and prioritize multiple tasks in a fast-paced, high-stakes environment.
Client’s Commitment to You
We offer a highly competitive compensation package and comprehensive benefits, including 100% company-paid medical, dental, and vision insurance, generous 401(k) matching with profit sharing, and a tuition reimbursement program for professional development.
Ready to build the financial foundation of our new office and launch your career in elite private wealth management? Apply today.
Company DescriptionYour next career growth opportunity!
Company Description
Your next career growth opportunity!