Description
Pathstone is hiring a Client Operations and Administration Specialist to support a Client Advisory Team in Winter Park, Florida. The role handles client service, account and investment-manager documentation, information sharing with accountants and banks, quarterly reporting reconciliation, and special projects. A bachelor's degree is required; prior financial-management experience is a plus but not required for recent graduates. The position requires strong analytical, communication, Excel, and client-service skills, and does not offer visa sponsorship.
