Family Office Services Internship - Winter 2026 and Beyond - Bridgeville - Waldron Private Wealth

    Waldron Private Wealth
    Waldron Private Wealth Bridgeville

    7 hours ago

    InternshipSHIP
    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.
    Requirements:
    • 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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