Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.

Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone has experienced significant growth over the past 5 years and currently oversees approximately $97B in assets under advisement and administration. As a certified B Corp, we seek to make a difference in the lives of our clients and their families as well as offer a positive and supportive work environment for our employees.

Although Pathstone currently has 19 locations across the country, the firm operates 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 important topics to our clients. Our talented people are our greatest asset and 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 Newtown Square, PA office.

Qualifications: Pathstone is seeking an Associate with a minimum 2-4 years of experience as an administrative or executive assistant, preferably within the financial services/investment industry. Reentrants to the workforce welcome. Candidates should have a bachelor’s degree and strong organizational and communication skills. Excellent interpersonal and writing skills, coupled with understanding of Microsoft Office (Word, Excel, and PowerPoint) are prerequisites.

Job Description: We are seeking an individual to join as an integrated member of a client advisory team. The applicant would join a two-to-four-person team providing investment and financial advice and coordination to wealthy families. Client teams develop investment policies for clients, which include recommending asset allocations, considering tax and estate issues, and proposing specific investments that have been vetted by Pathstone’s research department. In addition to participating in the investment policy process, teams address and coordinate answers for a host of financial questions including optimal financing, charitable gifting, budgeting, and financial education. Advisory teams play a key role alongside clients’ accountants and attorneys, and team members gain significant familiarity with the tax and legal issues of investors with significant wealth. Regular responsibilities for this position include opening accounts, transferring assets, placing trades, wiring funds, monitoring clients’ allocation and investments, responding to questions, and generating quarterly reports and meeting materials to communicate holdings and performance.

Job Responsibilities:

• Working cooperatively with team members to ensure high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
• Delivering accurate and timely monthly and quarterly reporting, along with tax reporting, to clients and their other advisors.
• Entering portfolio transactions on a propriety web-based system for centralized execution.
• Managing client to-do lists and team calendars, demonstrating flexibility to adjust schedules and prioritizing workload across clientele, as necessary.
• Proactively helping the team maintain regular contact with clients and third-party advisors.
• Timely execute client paperwork including but not limited to standard account applications and limited partnership sub-documentation.

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