Wealth Client Advisory Assistant
Job in
Potomac, Montgomery County, Maryland, 20854, USA
Listed on 2026-09-04
Listing for:
Pathstone
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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.
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