What are the responsibilities and job description for the Associate position at Pathstone?
Company Description: Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth.
With 14 locations around the country, we operate as one office and one team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive and flexible benefits program that helps meet the challenging 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 Winter Park, FL office.
Qualifications: Bachelor’s degree. Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates. The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. Being comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus. 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. Strong verbal and written communication skills are important to the role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is a preferred.
Job Description: Provide assistance to a Client Advisory Team in all manner of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.
Job Responsibilities: Provide support to a Client Advisory Team in the communication and implementation of client investment strategies. 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. Greet clients and prospects visiting the office. Answer calls to the office and respond to client inquiries and requests. Maintain compliant client records, files, and billing information. Manage relationships with outside and building vendors. At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
