Pathstone
Documentation & Communications Coordinator
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Documentation & Communications Coordinator
role at
Pathstone
Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net worth families, single family offices, and foundations and endowments. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. Our firm has 20+ office locations, more than $100 Billion in assets under advisement and administration, and has doubled in size over the past five years. As a Certified B Corporation, we are committed to positive impact for clients, employees, and the community. We offer a competitive, comprehensive benefits program including medical, vision, dental, flexible PTO, life insurance, education support, 401(k) and parental leave.
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 and is essential to maintaining 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‑1s, etc.).
Prior administrative experience.
Strong computer aptitude and proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
Ability to balance multiple and often competing priorities.
Detail‑oriented and possess 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 this position is $70,000 – $80,000 per year. The actual base compensation will be set based on a variety of factors including experience, education, specialty and training. The successful candidate may also be eligible for a discretionary bonus award.
Visa Sponsorship We are unable to provide visa sponsorship for this position. Accordingly, we cannot hire individuals who require employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
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Documentation & Communications Coordinator
role at
Pathstone
Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net worth families, single family offices, and foundations and endowments. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. Our firm has 20+ office locations, more than $100 Billion in assets under advisement and administration, and has doubled in size over the past five years. As a Certified B Corporation, we are committed to positive impact for clients, employees, and the community. We offer a competitive, comprehensive benefits program including medical, vision, dental, flexible PTO, life insurance, education support, 401(k) and parental leave.
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 and is essential to maintaining 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‑1s, etc.).
Prior administrative experience.
Strong computer aptitude and proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
Ability to balance multiple and often competing priorities.
Detail‑oriented and possess 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 this position is $70,000 – $80,000 per year. The actual base compensation will be set based on a variety of factors including experience, education, specialty and training. The successful candidate may also be eligible for a discretionary bonus award.
Visa Sponsorship We are unable to provide visa sponsorship for this position. Accordingly, we cannot hire individuals who require employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
#J-18808-Ljbffr