What are the responsibilities and job description for the Family Office Services Internship - Winter 2026 and Beyond position at Waldron Private Wealth?
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.