Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.
Key Responsibilities: - Provide support to a Client Advisory team in the communication and implementation of client investment strategies.
- Prepare client documentation: 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.
Qualifications: - Bachelor's degree in related field is required (Business, Finance, Accounting, Economics).
- 1 - 3+ years of experience in the financial management industry is required. CFP is preferred.
- 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.
- Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
- Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
- Enjoys learning and growing and is motivated to take on new challenges.
- Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.
Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $81,000 - $85,000 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.
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