Associate

Incendia Partners; Boston (MA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Generous paid time off

Job summary

Incendia Partners is seeking a hands-on operations professional to support daily accounting, reporting, and client service within a close-knit family office. You will reconcile accounts, assist with portfolio reporting, and manage onboarding and money movements while collaborating with investment and tax teams.

The role offers exposure across multiple areas, with room to grow into Relationship Management as you broaden your skill set and contribute to the firm’s ongoing growth.

Qualifications

• 2–5 years of private client operations or related financial services experience.
• Strong organizational skills and exceptional attention to detail.
• Proactive, resourceful mindset with urgency and follow-through.
• Ability to manage competing priorities and work independently.
• Excellent communication and relationship-building abilities.

Responsibilities

• Support daily accounting, reporting, operations, and client service for the family office.
• Reconcile client bank and brokerage accounts and other holdings.
• Assist with monthly portfolio reporting and maintain client data in reporting systems/CRM.
• Coordinate account openings and maintenance across custodians.
• Manage client bill payments and investment transactions.
• Serve as point of contact for clients, investors, managers, and service providers.
• Prioritize incoming communications and ensure timely task completion.
• Collaborate with colleagues on special projects.
• Identify workflow improvements to support firm growth.

Skills

Organizational skills

Attention to detail

Proactive mindset

Communication skills

Relationship-building

Tools

CRM platforms

Reporting systems

Job description

Are you a proactive, detail-oriented professional looking to grow your career in financial services? This is an exciting opportunity to join a close-knit family office team where you’ll gain broad exposure to client service, financial operations, portfolio reporting, and investment administration.

This role is ideal for someone who enjoys being hands-on, taking initiative, and finding ways to make things run more efficiently. You’ll work closely with Relationship Managers and collaborate with investment and tax and estate planning teams, with the opportunity to develop your skills and grow toward a future role in Relationship Management.

What You’ll Do

• Support daily accounting, reporting, operational, and client service activities for the family office team.
• Reconcile client bank accounts, brokerage accounts, and other investment holdings.
• Assist with monthly portfolio reporting and maintain accurate client information across reporting systems and CRM platforms.
• Coordinate account openings, account maintenance, and related paperwork across multiple custodians.
• Manage client bill payments, investment transactions, and other money movement activities.
• Serve as a point of contact for clients, investors, fund managers, and service providers regarding operational requests.
• Manage incoming communications, prioritize requests, and ensure tasks are completed promptly and accurately.
• Partner with colleagues across the firm to support client needs and special projects.
• Identify opportunities to improve workflows, strengthen organization, and support the firm’s continued growth.

What We’re Looking For

• 2–5 years of experience in private client operations, fund accounting, middle office, banking, custody, insurance, an RIA, or a similar financial services environment.
• Strong organizational skills and exceptional attention to detail.
• A proactive, resourceful mindset with a strong sense of urgency and follow-through.
• Someone who is intellectually curious, responsive, flexible, and comfortable managing competing priorities.
• The ability to work independently, anticipate needs, and identify where additional support or process improvements are needed.
• Strong communication and relationship-building skills.
• A genuine interest in learning the business and growing professionally.

Why This Opportunity?

• Competitive compensation: $80,000–$90,000 base salary, depending on experience, plus an annual bonus.
• 401(k) with company match.
• Generous paid time off.
• Broad exposure: Work across multiple areas of a family office and develop a well-rounded understanding of the business.
• Career growth: Join a lean, collaborative team that offers hands-on learning and the potential to grow into Relationship Management.

This is more than a traditional operations role. It’s an opportunity for someone who is hungry to learn, eager to contribute, and motivated to take ownership. The ideal candidate doesn’t wait to be told what to do; they look for ways to add value, solve problems, and help the team succeed.