Job Description

Waldron Private Wealth (Waldron) is looking for a Family Office Services Intern to be apart of an Internship Program that is a multi-semester program in which students will have the opportunity to learn the wealth management industry and perform job functions across all departments. This role will help you develop a thorough understanding of the wealth management process for clientele, including bill pay and account maintenance.

In this role you will:

• Pay bills and invoices in accordance with the established methods and procedures while safeguarding against overpayment, unauthorized payments, and expense abuse.
• Serve as a dedicated resource to FOS team members and be able to assist with tasks to make the team more efficient.
• Problem solve technology and software solutions with current vendors.
• Process transactions and perform duties such as account maintenance, recording entries, account reconciliation, connecting credit card and bank accounts, and documentation management.
• Proactively identify missing or incomplete bills; avoid all late payments and penalties.
• Identify and analyze root cause analysis and repetitive invoice issues; make recommendations on resolutions.
• Oversee, track, and resolve issues independently.
• Prepare and analyze monthly and periodic reports for family members, budgets, and supporting schedules including maintaining and review of general ledgers.
• Assist in the financial reporting of clients including, but not limited to, cash flow statements and spending reports.
• Monitor cash balances, initiate cash transfers, and maintain operational awareness to predict future needs.
• Create client invoices.

• Currently enrolled as an undergraduate or graduate student. 
• Must be able to commit to the internship for multiple semesters. 
• Must have reliable transportation to and from our offices in Bridgeville, PA, Plymouth, MI, and Wayne, PA.  
• Ability to work a minimum of 12-16 hours per week during the school year and summer months. 
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. 
• Will work out of closest office to you during the school year. 

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