Family Office Services Internship Winter 2026 and Beyond

Bridgeville, PA - USA

Monthly Salary: Not Disclosed

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

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 againstoverpayment 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 moreefficient.
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 includingmaintaining 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 12-16hours per week during the school year andsummer 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.

Required Experience:

Intern

In this role you will:

Pay bills and invoices in accordance with the established methods and procedures while safeguarding againstoverpayment 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 moreefficient.
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 includingmaintaining 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 12-16hours per week during the school year andsummer 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.

Required Experience:

Intern