Associate, Client Advisory

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20 office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

This role supports the firm’s Bellevue, WA office.  

Qualifications: Bachelor’s degree. 5 years prior experience in Client Operations and/or Administration and past full-time office experience is required.

•  Ability to instill a sense of trust and confidence
•  Evidence of being a team player and supportive colleague with strong interpersonal skills
•  Possess strong analytical, quantitative, problem-solving, client service, and verbal/written communication skills
•  Detail-orientation and understanding of time-sensitive issues are extremely important
•  Intermediate knowledge of PC and Microsoft Office suite skills, with an emphasis in Excel
•  Excellent planning and organizational skills with ability to prioritize competing demands
•  Present a positive attitude and demonstrate initiative in all aspects of the position
•  Demonstrates and promotes integrity in an environment of mutual trust and respect
•  Maintains the utmost discretion in working with sensitive and confidential information
•  Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred
•  Experience working with custodians such as Charles Schwab and Fidelity is a plus
• Comfort in speaking with clients and other professionals concerning money movement, account openings, trades within accounts, and basic daily operations is a plus-
•  Proficiency with Salesforce, or similar CRM is a plus

Job Description:  This position is a part of the Client Advisory team and provides assistance to this team in all manner of client service and daily operations, as well as administrative duties and special projects.

Job Responsibilities:

• Provide administrative support to Client Advisory Team through preparation of custodian paperwork ranging from: opening client accounts, facilitating IRA distributions, setting up power of attorney, wiring money etc.
• Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
• Act as information provider to accountants, banks, investment managers and other professionals also supporting clients.
• Due to the required expertise in all client administrative matters, this role may serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
• Enjoy learning and growing and be motivated to take on new challenges.

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.