Family Office Bookkeeper & Bill Pay Associate

Waldron Private Wealth; Bridgeville (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Job summary

Waldron Private Wealth is seeking a Multi-Family Office Associate to support the Family Office Services team. You will handle daily transaction processing, vendor coordination, and financial record maintenance for high-net-worth clients.

The role covers bill payments, invoicing, cash management, and month-end close under supervision. Prior experience with QuickBooks Online and investment/trust accounts is preferred, with an Associate degree in accounting or finance required.

Qualifications

• Associates Degree in accounting, finance, or related field required; Bachelor's degree preferred.
• Minimum of two years in accounting preferred.
• Experience with bill pay, accounts payable, bookkeeping or related financial operations preferred.
• Experience with investment accounts, trust accounts, LLCs, and/or LPs preferred.
• Experience with QuickBooks Online or similar accounting software preferred.

Responsibilities

• Process bill payments and invoices, create client invoices per procedures.
• Identify missing or incomplete bills; monitor payment schedules to avoid late fees.
• Record transactions, connect accounts, and manage supporting documents in the accounting system.
• Monitor client cash balances; initiate cash transfers as needed.
• Analyze root causes of invoice discrepancies and suggest process improvements.
• Create client invoices and track billable time per Waldron policies.
• Assist in categorizing and reconciling spending across client entities in QuickBooks Online.
• Support month-end and year-end close under Senior Bookkeeper guidance.
• Prepare monthly/periodic financial reports (budgets, P&L, cash flow, spending, balance sheets).
• Organize financial records to support client tax filings and CPA collaboration.
• Serve as a primary contact for client financial institutions to resolve issues.
• Manage client portal access and secure login procedures.

Skills

Bill pay

Accounts payable

Bookkeeping

Education

Associate degree in accounting/finance

Bachelor's degree preferred

Tools

QuickBooks Online

Job description

Waldron Private Wealth is seeking a Multi-Family Office Associate to support the Family Office Services team. You will handle daily transaction processing, vendor coordination, and financial record maintenance for high-net-worth clients.

The role covers bill payments, invoicing, cash management, and month-end close under supervision. Prior experience with QuickBooks Online and investment/trust accounts is preferred, with an Associate degree in accounting or finance required.