Multi-Family Office Associate (Entry-Level)

Collyde; New York (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Collyde, based in New York, seeks an entry-level Multi-Family Office Associate to support operations in wealth management. You will engage with clients, assist with reporting, data entry, and onboarding with senior guidance, while learning regulatory and compliance procedures.

Ideal candidates have a Finance or Business degree, strong communication, detail orientation, and proficiency in Excel. This role offers exposure to industry software and a growth-focused team.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• Strong attention to detail and a willingness to learn.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office, particularly Excel.
• Interest in wealth management and eagerness to contribute to a dynamic team.

Responsibilities

• Client servicing & support: address client inquiries and provide exceptional service.
• Reporting: generate and analyze client reports; help improve reporting processes.
• Data entry: maintain client records and databases; learn industry software.
• Capital calls: support processing under guidance.
• Subscription documents: complete documentation accurately.
• Billing: assist with billing procedures and invoicing.
• Request management (Wealthscape / Addepar): gain hands-on experience with industry software.
• Account opening, onboarding & maintenance: support onboarding with senior guidance; learn regulatory procedures.

Skills

Attention to detail

Communication skills

Excel

Financial services enthusiasm

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Tools

Wealthscape

Addepar

Job description

About the role

A multi-family office serving high-net-worth individuals and families is hiring a Multi-Family Office Associate. This is an entry-level role — ideal for a recent college graduate eager to learn and grow in wealth management — supporting operational functions across the firm with hands‑on experience.

What you'll do

• Client servicing & support: engage with clients to address inquiries and provide exceptional service; collaborate with the team to resolve requests promptly
• Reporting: help generate and analyze client reports; contribute ideas to improve reporting processes and formats
• Data entry: maintain accurate client records and databases; learn to navigate industry-leading software platforms
• Capital calls: support the processing of capital calls and distributions under guidance; gain exposure to investment management processes
• Subscription documents: learn to complete documentation accurately and efficiently; build organizational skills and attention to detail
• Billing: assist with billing procedures and invoice processing; gain exposure to financial transactions and billing systems
• Request management (Wealthscape / Addepar): gain hands‑on experience with industry software; help manage client requests and tasks
• Account opening, onboarding & maintenance: support onboarding of new clients with senior guidance; learn regulatory and compliance procedures

What we're looking for

• Bachelor's degree in Finance, Business Administration, or a related field
• Strong attention to detail and a willingness to learn
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office, particularly Excel
• Enthusiasm for financial services and eagerness to contribute to a dynamic team