What are the responsibilities and job description for the Associate, Wealth Planning Group position at Pathstone?
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 national Wealth Planning Group. At Pathstone we believe that wealth is well-being. Towards that end, the Wealth Planning Group works across both the technical and human sides of planning.
Qualifications: Bachelor’s degree (previous legal/paralegal experience is a plus). The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being highly detail-oriented and having excellent organizational skills, along with having solid PC and Microsoft Office suite skills, particularly Excel and PowerPoint. Strong verbal and written communication skills are important to the role. They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. Experience in the financial management industry is a plus.
Job Description: Provide assistance to the national Wealth Planning team with a variety of tax and estate planning projects related to our ultra-high net worth clients and their families.
Job Responsibilities:
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 national Wealth Planning Group. At Pathstone we believe that wealth is well-being. Towards that end, the Wealth Planning Group works across both the technical and human sides of planning.
Qualifications: Bachelor’s degree (previous legal/paralegal experience is a plus). The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being highly detail-oriented and having excellent organizational skills, along with having solid PC and Microsoft Office suite skills, particularly Excel and PowerPoint. Strong verbal and written communication skills are important to the role. They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. Experience in the financial management industry is a plus.
Job Description: Provide assistance to the national Wealth Planning team with a variety of tax and estate planning projects related to our ultra-high net worth clients and their families.
Job Responsibilities:
- Prepare meeting materials
- Input data related to client family members, documents and balance sheet
- Coordinate management and organization of clients’ documents
- Prepare quarterly team activity report for management
- Collaborate with the Wealth Planning and Client Advisory Teams
- Engage in learning – internal and external courses, webinars, etc.
- Be motivated to take on new challenges
