Associate, Workplace

Company
Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long‑term support across the full landscape of wealth and well‑being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose‑driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Job
Description
:
At Pathstone, our greatest strength is our people. They are the heart of everything we do—seeking to be empathetic, wise, and quietly relentless in their care for others. These are the kind of individuals who listen deeply, act thoughtfully, and show up when it matters most. They come from different places, bring different perspectives, but share a common purpose: to help others live lives of meaning, clarity, and possibility.

We don’t just hire talent—we welcome those whole with character and walk alongside others on the path to their preferred life.

The Workplace Experience Team plays a central role in delivering our firm’s commitment to exceptional service. This team is comprised of highly skilled Client Service Professionals who blend hospitality excellence with operational precision to create a warm, polished, and highly functional environment for our people, our clients, and our leadership.

Every interaction—whether with colleagues, guests, executives, or external partners—reflects our dedication to an elevated, hospitality‑driven experience. We approach our work with a service‑first mindset, an attentive and anticipatory style, and a strong focus on operational efficiency that ensures the office runs seamlessly.

This on‑site position (Monday–Friday) provides administrative support to executive leadership while acting as the face of the office. The role plays a key part in shaping a refined, welcoming workplace atmosphere by managing day‑to‑day operations, overseeing premium client experiences, and serving as a primary liaison between staff, leadership, and vendors.

This is an ideal opportunity for a seasoned professional who thrives in high‑touch environments and understands how to balance client hospitality, executive support, and flawless office administration.

• Manage daily office operations to ensure a seamless, organized, and professional environment—including supply replenishment, equipment checks, appearance standards, and general workspace upkeep.
• Cultivate a warm, welcoming, and hospitality‑driven atmosphere, creating a “preferred life” experience for both clients and team members.
• Serve as the primary point of contact for all visitors, providing concierge‑level support to ensure every guest feels attended to, informed, and valued.
• Coordinate all aspects of client visits, including meeting room reservations, catering, technology setup, and personalized hospitality touches.
• Maintain a preferred network of vendor services—including transportation, catering,…