Wealth Client Advisory Assistant

Pathstone; Potomac (MD); On-site; USD 65,000 - 73,000; Full time

Job summary

Pathstone is seeking a motivated professional to support a Client Advisory Team with client service and daily operations, including preparing performance analyses, investment manager background, and client presentation material.

The role involves drafting and organizing account documents, communicating with accountants and banks, and assisting with quarterly client reporting. A Bachelor's degree and finance familiarity are preferred.

Qualifications

• Bachelor's degree is required.
• Experience in Client Operations and Administration is a plus, but not required for recent graduates.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and time-sensitive.
• Strong verbal and written communication skills.
• Familiarity with Excel and the Microsoft Office suite.
• Comfortable communicating about money movement and account basics.
• Interest in learning how to use AI to optimize workflows.

Responsibilities

• Provide support to a Client Advisory Team in communication and implementation of client investment strategies.
• Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organizing documentation with the Capital Markets Group.
• Act as information provider to accountants, banks, investment managers, and other professionals supporting clients.
• Support quarterly reporting processes including reconciling client reports.

Skills

Analytical thinking

Quantitative skills

Client service

Verbal communication

Written communication

Time management

AI basics

Investment basics

Problem solving

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Office

Job description

Pathstone is seeking a motivated professional to support a Client Advisory Team with client service and daily operations, including preparing performance analyses, investment manager background, and client presentation material.

The role involves drafting and organizing account documents, communicating with accountants and banks, and assisting with quarterly client reporting. A Bachelor's degree and finance familiarity are preferred.