Client Advisory Operations Associate — Wealth Management

Pathstone; Winter Park, Northern (FL, KY); Hybrid; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical, Vision, Dental

Flexible PTO

Life Insurance

Education Support

401(k) Plan

Parental Leave

Job summary

Pathstone, a growing wealth management firm, seeks a detail-oriented professional to support a Client Advisory Team in Winter Park, FL. You will handle client communications, enhance investment paperwork, and coordinate with accountants, banks, and managers to ensure accurate reporting.

The role emphasizes strong analytical skills, client service, and proficiency with Excel and Microsoft Office. A Bachelor's degree is required, with preference for familiarity in financial operations and

Qualifications

• Bachelor's degree is required.
• 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.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and understands time-sensitive issues.
• Strong verbal and written communication skills.
• Skill with PC and Microsoft Office suite, particularly Excel.

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.
• Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.

Skills

Analytical skills

Client service

Excel

Communication

Time management

Problem solving

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Pathstone, a growing wealth management firm, seeks a detail-oriented professional to support a Client Advisory Team in Winter Park, FL. You will handle client communications, enhance investment paperwork, and coordinate with accountants, banks, and managers to ensure accurate reporting.

The role emphasizes strong analytical skills, client service, and proficiency with Excel and Microsoft Office. A Bachelor's degree is required, with preference for familiarity in financial operations and