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Accounting & Finance Financial Analyst

Family Office Analyst — Wealth, Tax & Estate Planning

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Ledgent
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial firm is seeking an Associate to join their Family Office team in West Palm Beach, Florida. The successful candidate will be responsible for financial agreements, quarter reports, and investment monitoring while maintaining utmost confidentiality. The ideal candidate possesses a Bachelor's degree, is detail-oriented, and has strong analytical and interpersonal skills. This role provides exposure to various financial areas, ensuring a dynamic work environment and engagement with senior partners' family members.
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