Job Description

COMPANY DESCRIPTION:    An independent, employee and family-owned advisory firm, Pathstone offers  family office services and customized investment advice to multigenerational families and nonprofit organizations. This role is located at the firm’s New Jersey office.

JOB DESCRIPTION:  Pathstone is seeking a motivated associate to join our close-knit team in Englewood, NJ.  Pathstone provides an exciting and engaging environment with constantly evolving responsibilities and priorities - no job is too big or small. As a key team member, you will assist with day-to-day inquiries and work closely with our client teams to manage performance reporting of investments, ultimately engaging with critical facets of client relationship management.  You thrive in environments where attention to detail, compliance with all policies, procedures, and best practices, and the ability to multi-task and adapt are highly valued.  Learning, growing and motivation to take on new challenges are key aspects of your personality and will enable you to grow and succeed in this role and at Pathstone.  Working closely with the Director of Reporting, this role provides a growth path to additional internal opportunities and is a key step in a career at Pathstone.

QUALIFICATIONS:     

·          Undergraduate degree required

·          At least 1 year of relevant experience; preferably with an investment management firm, broker/dealer, or Registered Investment Advisor (RIA)

·          Excellent interpersonal and verbal/written skills

·          Strong attention to detail, organization, and prioritization skills

·          Organizational skills and the flexibility to jump from priority to priority, which is essential to a role that juggles a variety of functions and projects

·          Self-starter with a proven ability to work in a fast-paced, evolving work environment

·          Proficiency in Microsoft Office applications (Excel, Outlook, Word, Office 365, etc.)

·          Knowledge of Salesforce CRM and alternative investments preferred

JOB RESPONSIBILITIES: 

·          Investigate and respond to routine-to-complex inquires within defined service level commitments

·          Research and resolve routine integration issues leveraging internal support resources and escalate to management as appropriate

·          Understand and adhere to outlined company policies and procedures to ensure work is completed within firm standards

·          Learn to navigate and gain proficiency with both external software systems and internal proprietary systems to retrieve relevant information for oversight

·          Coordinate with internal and external teams to ensure timely responses and resolutions to inquiries

·          Determine appropriate course of action for incoming investment correspondence

·          Notify client teams of actionable items and save associated documents on the internal network

·          Act as liaison between outside investment firms, our reporting partner, and our client teams.

·          Handle inquiries from client teams related to the troubleshooting and review of complex account and data discrepancies

·          Provide oversight and guidance on various internal processes and with regard to reporting corrections

·          Monitor daily workflow with manager support to ensure timely delegation, completion, and accuracy of work performed by team.

·          Utilize strong investigative skills to work independently while keeping supervisor apprised of ongoing projects and progress

·          Partner with client teams to map out project plans and see them through to completion

·          Participate in team meetings and collaborate with other departments on projects and/or initiatives designed to streamline processes

·          Identify potential problems and work to find solutions in order to maximize efficiency

·          Help document, review, and update training manuals

·          Educate and train advisors on the reporting system and how to effectively leverage their knowledge in their current role.

HOW TO APPLY:    Please submit a cover letter and resume.

PATHSTONE IS COMMITTED TO CREATING A DIVERSE ENVIRONMENT AND IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER.

Company Description

ABOUT PATHSTONE: An independent, employee and family-owned advisory firm, Pathstone offers family office services and customized investment advice to multigenerational families and nonprofit organizations. The firm has offices in Atlanta GA, Boston MA, Englewood NJ, Los Angeles, CA, Naples FL, and Potomac, MD, Seattle, WA, Bellevue, WA, Anchorage, AK, Austin, TX OUR TALENTED TEAM: We look for leaders with diverse back- grounds and perspectives, who will thrive within our culture of innovation and contribute to our long-term success in providing clients with exceptional service. BENEFITS: Our talented people are our greatest asset, therefore we offer a competitive, comprehensive and flexible benefits program that helps meet the changing 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. OUR CULTURE: Caring – displaying kindness and concern for others Openness – acceptance of or receptiveness to change or new ideas Passion – intense enthusiasm & drive Excellence – the quality of one’s work Humility – a modest view of one's own importance Teamwork – the combined action of a group of people, especially when effective and efficient Proactivity – to initiate change rather than reacting to a situation or event Innovation – to introduce something new or different Experience – having become skillful or knowledgeable from extensive participation or observation www.pathstone.com