Associate, Bellevue

Pathstone; Bellevue (WA); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Flexible PTO

401k plan

Descripción de la vacante

Pathstone is hiring in Bellevue, WA for a Client Operations and Administrative role within the Client Advisory team. The position supports daily client service, back-office tasks, and special projects in a collaborative, diverse environment.

Qualified candidates have a Bachelor’s degree and 5+ years in financial services, with strong Excel skills, CRM experience, and discretion handling sensitive information. Opportunity to grow within a growing firm.

Formación

• Bachelor’s degree in finance, business, or related field.
• 5+ years in financial management industry, Client Operations and Administration.
• Experience with custodians such as Charles Schwab and Fidelity a plus.

Responsabilidades

• Provide administrative support to Client Advisory Team through custodian paperwork and account setup.
• Draft letters, complete applications, and organize supporting documentation with Capital Markets Group.
• Serve as information provider to accountants, banks, and investment managers supporting clients.
• Assist quarterly reporting by reconciling client reports and related tasks.
• Back-up Front Desk Associate, handling mail, packages, and office coordination.

Conocimientos

Interpersonal skills

Time management

Analytical skills

Excel

CRM (Salesforce)

Educación

Bachelor’s degree

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse 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. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment. 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 employees 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 the financial management industry, specifically Client Operations and 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. This position would also serve as the back-up to the Front Desk Associate.

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.
• Act as the back-up for the Front Desk Associate and complete the following tasks when they are out and as needed.
  • Handle all incoming and outgoing mail documents packages and faxes, including scanning all client mail for electronic distribution, inputting into Datafaction, and coding AP mail in AgilLink, ensuring timely and accurate internal distribution.
  • Ensure that the Bellevue office break room is continually clean and neat, while ensuring that there are always adequate supplies of coffee and related products.
  • Assist the accounting department with concierge support with contacting vendors, assisting clients and changing account info, etc.
  • Print and bind the QFR's in a visually appealing manner, enabling those involved in the QFR’s to have access to all the necessary information.
  • Periodically assemble the clients’ tax returns enabling them to be received, signed, and returned in a timely manner. This includes providing and tracking certified mailing envelopes.

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

Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)? Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)?

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? Yes No