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Part-time on-site client services internship supporting office operations: scanning client tax documents into the GFR system, reception, mail and FedEx handling, inventory and supply management, administrative support, answering phones, scheduling, and document processing. Must be available three days per week and proficient with Microsoft Office.

Part-time accounting intern supporting the Family Office Services team with administrative tasks, preparing and reviewing financial statements, setting up client financial packages, basic QuickBooks Online work (GL coding, reconciliations), and maintaining records. Assist with Asana task setup and client/team communications while working up to 29 hours per week in the NYC office through June 2027.

The Business Development Specialist will drive client acquisition, lead generation, and relationship building in M&A advisory, while collaborating with deal teams and enhancing market presence.

Serve as the front-desk point of contact for clients and visitors, manage phones and scheduling, process mail and deliveries, maintain office supplies and pantry, support meetings and events, assist with increased workload during tax season, and help with onboarding and general administrative tasks.