Waldron Private Wealth · 1 month ago
Family Office Services Internship - Winter 2026 and Beyond
Bridgeville, PA
Internship
Onsite
Intern
Start in 2026 WinterWaldron Private Wealth is looking for a Family Office Services Intern to join their multi-semester internship program. This role will provide students with the opportunity to learn about the wealth management industry and perform various job functions across departments, focusing on bill pay, account maintenance, and financial reporting.
Financial ServicesWealth Management
No H1B
Responsibilities
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
Qualification
Required
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
Company
Waldron Private Wealth
Waldron Private Wealth is a boutique wealth management firm.
Founded in 1995
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Waldron
Founder & CEO
Benjamin Greenfeld, CFP®
Partner & Chief Investment Officer
Recent News
2022-04-08
Company data provided by crunchbase