Pathstone
Documentation & Communications Coordinator
Pathstone, Potomac, Maryland, United States, 20854
Documentation & Communications Coordinator
Company Description:
Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net worth families, single family offices, foundations, and endowments. Our comprehensive range of services and deep expertise go far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. With over 20 office locations and more than $100 Billion in Assets Under Advisement and Administration, our team members have more than doubled in the past five years. As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families while fostering a positive and supportive work environment. We encourage our team members to pursue their passions by participating in committees and initiatives that address important business topics. Pathstone offers a competitive, comprehensive, and flexible benefits program, including medical, vision, and dental coverage; flexible spending; flexible PTO; life insurance; education support; 401(k); parental leave; and more.
Description of Role The Documentation & Communications Coordinator will be a key member of the Investment Operations group and will work closely with other groups across the firm to distribute investment statements and transaction notices to the appropriate people and repositories. This position will have direct contact with team members throughout the organization. We are looking for a highly‑organized, energetic professional to support and reinforce a strong internal customer service culture.
Key Responsibilities
Distribute incoming electronic documents in our email inbox through a combination of our automatic parsing tool and manual processing.
Source client statements and other documentation for investor portals.
Ensure that time‑sensitive investment information is forwarded in a timely fashion.
Handle special projects, reports, and presentations as requested and assist others as needed.
Qualifications
Bachelor’s degree or equivalent education and experience.
Previous exposure to investment‑related documents (capital statements, distribution notices, capital calls, K‑1’s, etc.).
Prior administrative experience.
Strong computer aptitude and proficiency.
Ability to balance multiple and often competing priorities.
Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Previous exposure to Microsoft Flow is a plus (though not required).
Detail‑oriented with excellent organizational skills.
Excellent verbal and written communication skills.
Ability to handle confidential matters.
Think and plan ahead; anticipate the unexpected.
Pay Transparency Pathstone’s expected starting base compensation for the position as of the time of posting is $70,000 - $80,000 per year. The actual base compensation selected for this role will be 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.
Pathstone is proud to be an equal opportunity employer.
#J-18808-Ljbffr
Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net worth families, single family offices, foundations, and endowments. Our comprehensive range of services and deep expertise go far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. With over 20 office locations and more than $100 Billion in Assets Under Advisement and Administration, our team members have more than doubled in the past five years. As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families while fostering a positive and supportive work environment. We encourage our team members to pursue their passions by participating in committees and initiatives that address important business topics. Pathstone offers a competitive, comprehensive, and flexible benefits program, including medical, vision, and dental coverage; flexible spending; flexible PTO; life insurance; education support; 401(k); parental leave; and more.
Description of Role The Documentation & Communications Coordinator will be a key member of the Investment Operations group and will work closely with other groups across the firm to distribute investment statements and transaction notices to the appropriate people and repositories. This position will have direct contact with team members throughout the organization. We are looking for a highly‑organized, energetic professional to support and reinforce a strong internal customer service culture.
Key Responsibilities
Distribute incoming electronic documents in our email inbox through a combination of our automatic parsing tool and manual processing.
Source client statements and other documentation for investor portals.
Ensure that time‑sensitive investment information is forwarded in a timely fashion.
Handle special projects, reports, and presentations as requested and assist others as needed.
Qualifications
Bachelor’s degree or equivalent education and experience.
Previous exposure to investment‑related documents (capital statements, distribution notices, capital calls, K‑1’s, etc.).
Prior administrative experience.
Strong computer aptitude and proficiency.
Ability to balance multiple and often competing priorities.
Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Previous exposure to Microsoft Flow is a plus (though not required).
Detail‑oriented with excellent organizational skills.
Excellent verbal and written communication skills.
Ability to handle confidential matters.
Think and plan ahead; anticipate the unexpected.
Pay Transparency Pathstone’s expected starting base compensation for the position as of the time of posting is $70,000 - $80,000 per year. The actual base compensation selected for this role will be 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.
Pathstone is proud to be an equal opportunity employer.
#J-18808-Ljbffr