What are the responsibilities and job description for the Family Office Associate position at Carbon Wealth Advisors?
Family Office Associate
Onsite daily-Rochelle Park, NJ
Expense & Cash Flow Management
About Carbon Wealth Advisors
We are a boutique Wealth Management firm based in Rochelle Park, NJ. We work with a select group of high-net-worth individuals and families, providing personalized wealth management with a level of attention you simply won’t find at a large firm. We’re now building something new: a family office-style service that gives our clients a dedicated resource for the financial details that matter most to their day-to-day lives.
That’s where you come in.
The Role
As our Family Office Associate, you’ll be the point person for expense management, cash flow oversight, and financial organization for a carefully selected group of our clients. This isn’t a back-office role — you’ll work directly alongside our partners and interact with clients who expect a high level of attention, discretion, and care.
What You’ll Do
- Track and organize client expenses across accounts and entities
- Build and maintain cash flow and budgeting frameworks tailored to each household
- Monitor liquidity so clients are always properly funded, and nothing falls through the cracks
- Review spending patterns and identify irregularities
- Coordinate with external advisors — CPAs, attorneys, and others in the client’s circle
- Prepare clear, polished reports summarizing spending, cash flow, and upcoming needs
- Support clients with financial organization and the occasional ad hoc requests
What We’re Looking For
- 3–6 years of experience in accounting, family office, or financial operations
- Strong with numbers and even stronger with details
- Highly organized and process-driven, but flexible enough to shift when priorities change
- Comfortable — and genuinely good — interacting with sophisticated, high-net-worth clients
- Someone who takes initiative without being asked and follows through
- Discreet, professional, and trustworthy
What we Offer
- Base salary $65,000-$70,000
- 401(k)
- Health, Dental and Vision Insurance
- Paid vacation
Where This Goes
We’re building this service line from the ground up, and the right person will have a real opportunity to shape it. As our family office offering grows, so can this role.
Salary : $65,000 - $70,000