Wealth Client Advisory Support Specialist
Pathstone
Pathstone, a growing wealth management firm, seeks a client advisory assistant to support the Client Advisory Team in service and daily operations. You will assist with preparing performance analyses, investment manager background, and client presentation materials. Responsibilities include drafting instructions, applications, and agreements; coordinating with Capital Markets; and serving as a resource to accountants and managers. Strong communication and Excel skills are essential. #J-18808-Ljbffr Pathstone
Vacancy posted 2 days ago
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