Wealth Client Advisory Assistant
Pathstone
Pathstone is seeking a motivated professional to support a Client Advisory Team with client service and daily operations, including preparing performance analyses, investment manager background, and client presentation material. The role involves drafting and organizing account documents, communicating with accountants and banks, and assisting with quarterly client reporting. A Bachelor's degree and finance familiarity are preferred. #J-18808-Ljbffr Pathstone
Vacancy posted 4 days ago
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