Associate Family Office

remotejunior$60K – $75K

via Ashby

About this role

JOB SUMMARY The Associate, Family Office supports accurate and timely financial administration and reporting for family office clients. This role manages day-to-day accounting activities and contributes to financial statements, cash flow forecasts, budgets, and liquidity reports that inform client planning and decision-making. The Associate works closely with client advisors and accountants to organize financial information, support tax preparation, and deliver reliable reporting. This opportunity provides experience across accounting, trust administration, entity management, and other essential family office services. RESPONSIBILITIES - Process accounts payable activities, including reviewing invoices, issuing payments, maintaining vendor records, and reconciling bank accounts.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible. We factor in your stated location and time-zone overlap.

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