What are the responsibilities and job description for the Documentation & Communications Coordinator 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 team members. 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.
Description of Role:
The Documentation & Communications Coordinator will be a key member of the Investment Operations group and will work closely with other groups across the firm to distribute investment statements and transaction notices to the appropriate people and repositories. This position will have direct contact with team members throughout the organization. Pathstone is looking for a highly-organized, energetic professional to support and reinforce a strong internal customer service culture.
Key Responsibilities:
Pathstone’s expected starting base compensation for the position as of the time of posting is $70,000 - $80,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
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 team members. 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.
Description of Role:
The Documentation & Communications Coordinator will be a key member of the Investment Operations group and will work closely with other groups across the firm to distribute investment statements and transaction notices to the appropriate people and repositories. This position will have direct contact with team members throughout the organization. Pathstone is looking for a highly-organized, energetic professional to support and reinforce a strong internal customer service culture.
Key Responsibilities:
- Distribute incoming electronic documents in our email inbox through a combination of our automatic parsing tool and manual processing.
- Source client statements and other documentation for investor portals.
- Ensure that time sensitive investment information is forwarded in a timely fashion.
- Special projects, report, and presentations as requested and assist others as needed.
- Bachelor’s degree or equivalent education and experience.
- Previous exposure to investment related documents (capital statements, distribution notices, capital calls, K-1’s, etc.).
- Prior administrative experience.
- Strong computer aptitude and proficiency.
- Ability to balance multiple and often competing priorities.
- Proficient in Microsoft Office including Outlook, Word, Excel, and PowerPoint.
- Previous exposure to Microsoft Flow is a plus (though not required).
- Detail-oriented and possess excellent organizational skills.
- Excellent verbal and written communication skills.
- Ability to handle confidential matters.
- Think and plan ahead, anticipate the unexpected.
Pathstone’s expected starting base compensation for the position as of the time of posting is $70,000 - $80,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
Salary : $70,000 - $80,000
