Company Description: Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, foundations and endowments comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families. With 16 locations around the country, we operate as one office and one team. 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 team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible PTO, life insurance, education support, 401k plan, parental leave, and more. With professionals having decades of experience, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy. The firm has a long history of providing integrated family office services. This role supports the firm's Providence, RI office. Qualifications: Bachelor's degree. Prior experience in the financial management industry, and past full-time office experience is a plus, but not required for recent graduates. Prior experience with performance measurement standards or systems is also a plus. The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being detail-oriented and performing within time-sensitive deadlines are extremely important. Having solid Microsoft Office suite skills, particularly Excel and a familiarity with standard financial investment concepts, practices, and procedures, including the use of IRR, ROI, NPV, DCF models and financial statement analysis are also a plus. Being comfortable speaking with clients concerning money movement, account openings, trades within accounts, and basic daily operations is required. Candidates will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. At the same time, the candidate must be engaged in learning and growing and be motivated to take on new challenges. Having a personal interest in the investment profession is a significant advantage and the ideal candidate will be seeking to continue his education and or be working towards advanced professional designations (CFA, CAIA, CFP). Strong verbal and written communication skills are also important to the role, as is a basic understanding of investments including mutual funds, separately managed accounts, and alternative investments. Job Description: Provide assistance to a Client Advisory Team in all manners of client service, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager reports, and client presentation material. Job 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. Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.