Family Office Services Internship - Winter 2026 and Beyond Job at Waldron Private Wealth, Bridgeville, PA

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  • Waldron Private Wealth
  • Bridgeville, PA

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.
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. 

Job Tags

16 hours, Summer work, Internship, Work at office, Work visa,

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