PrideStaff
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 Description Your next career growth opportunity!
#J-18808-Ljbffr
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 Description Your next career growth opportunity!
#J-18808-Ljbffr