Associate, Bellevue
Not Disclosed•Full-TimeOn-site
location_onBellevue Presbyterian Church, 1717, Bellevue Way Northeast, Bellevue, King County, Washington, 98004, United States
About Pathstone
Pathstone is an independently operated, partner-owned advisory firm dedicated to providing families, family offices, and select nonprofit institutions with comprehensive family office services and customized investment advice. Our mission is to make a tangible difference in the lives of our clients and their families while offering a holistic and clear path for professional and personal growth.
Although we operate across 14 locations nationwide, we function as a single office and one unified team. We seek individuals who thrive on collaboration and are eager to contribute to a growing, diverse environment. Our culture encourages team members to pursue their passions by serving on various firm committees covering a wide range of interesting topics. We also provide access to LinkedIn Learning to support continuous personal and professional enrichment.
This role supports our Bellevue, WA office.
About the Role
As a member of the Client Advisory team, you will provide essential assistance in client service, daily operations, and administrative duties, while also managing special projects. This position serves as a critical support pillar for the team and acts as the designated backup for the Front Desk Associate. You will be the go-to resource for accountants, banks, investment managers, and other professionals, ensuring seamless communication and operational efficiency.
Our Culture
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer. We value integrity, mutual trust, and respect in all our interactions.
Work location
Work model: On-site
Bellevue Presbyterian Church, 1717, Bellevue Way Northeast, Bellevue, King County, Washington, 98004, United States
Bellevue, Washington
Key Responsibilities
- check_circleDraft letters of instruction and complete account applications and fund subscription documents
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Office, Excel, Salesforce, Datafaction.
Education: Bachelor's degree required.
Frequently asked questions about Associate, Bellevue at Pathstone
What does a Associate, Bellevue at Pathstone do?expand_more
A Associate, Bellevue at Pathstone is responsible for the following: Draft letters of instruction and complete account applications and fund subscription documents; Serve as information provider to accountants, banks, and investment managers; Support quarterly reporting by reconciling and reviewing client reports; and Print and bind quarterly financial reports in a visually appealing manner.
What are the requirements for this Associate, Bellevue role?expand_more
Pathstone is looking for candidates who meet the following requirements: Bachelor's degree; 5+ years prior experience in financial management industry; Client Operations and Administration experience; Full-time office experience; Intermediate knowledge of PC and Microsoft Office suite; and Proficiency in Excel.
Where is the Associate, Bellevue role at Pathstone located?expand_more
Associate, Bellevue at Pathstone is based in Bellevue Presbyterian Church, 1717, Bellevue Way Northeast, Bellevue, King County, Washington, 98004, United States. This is a on-site role.