Family Office Associate

Family Office Associate Carbon Wealth Advisors Rochelle Park, NJ Job Details Full-time $65,000 - $70,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Cash flow management Wealth management Expense management Financial management report preparation Mid-level 3 years Managing budgets in a finance role Liquidity management Accounting and finance experience Cash management Organizational budget management Full Job Description Family Office Associate Onsite daily-Rochelle Park, NJ Expense & Cash Flow Management About Carbon Wealth Advisors We are a boutique Wealth Management firm based in Rochelle Park, NJ. We work with a select group of high-net-worth individuals and families, providing personalized wealth management with a level of attention you simply won't find at a large firm. We're now building something new: a family office-style service that gives our clients a dedicated resource for the financial details that matter most to their day-to-day lives. That's where you come in. The Role As our Family Office Associate, you'll be the point person for expense management, cash flow oversight, and financial organization for a carefully selected group of our clients. This isn't a back-office role — you'll work directly alongside our partners and interact with clients who expect a high level of attention, discretion, and care. What You'll Do Track and organize client expenses across accounts and entities Build and maintain cash flow and budgeting frameworks tailored to each household Monitor liquidity so clients are always properly funded, and nothing falls through the cracks Review spending patterns and identify irregularities Coordinate with external advisors — CPAs, attorneys, and others in the client's circle Prepare clear, polished reports summarizing spending, cash flow, and upcoming needs Support clients with financial organization and the occasional ad hoc requests What We're Looking For 3-6 years of experience in accounting, family office, or financial operations Strong with numbers and even stronger with details Highly organized and process-driven, but flexible enough to shift when priorities change Comfortable — and genuinely good — interacting with sophisticated, high-net-worth clients Someone who takes initiative without being asked and follows through Discreet, professional, and trustworthy What we Offer Base salary $65,000-$70,000 401(k) Health, Dental and Vision Insurance Paid vacation Where This Goes We're building this service line from the ground up, and the right person will have a real opportunity to shape it. As our family office offering grows, so can this role.

Pay:

$65,000.00 - $70,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person