Description
Pathstone is hiring a Client Operations and Administration Specialist to support its Potomac, Maryland office. The role assists Client Advisory Teams with client service, daily operations, administrative duties, special projects, performance analysis, investment manager background materials, client presentation materials, account applications, fund subscription documents, information sharing with accountants and investment managers, and quarterly reporting reconciliation. The position requires a bachelor's degree, strong analytical and communication skills, Microsoft Office proficiency, and a basic understanding of investments; prior financial management experience is a plus but not required for recent graduates. The expected starting base compensation is $65,000 to $72,500 per year, with possible discretionary bonus eligibility, and the role is hybrid.
