Senior Associate, Workplace Experience

The posting, as Pathstone wrote it

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 $185 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 who lead 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.

The Senior Associate will provide administrative support to executive leadership, while acting as the face of th
[…]
s, adapt to shifting demands, and remain calm under pressure.

• Demonstrated integrity, sound judgment, and ability to handle confidential information with discretion.
• Positive, proactive, and hospitality-minded attitude—no task too big or too small.
• Flexible and willing to work overtime when needed.
• Strong client-service mindset with the ability to build warm, trusted relationships internally and externally.
• Creative, analytical, and solutions-focused thinker with a passion for elevating workplace and client experiences.
• Organized, detail-oriented, and able to operate effectively in a fast-paced, high-demand environment with the ability to support multiple high conflicting priorities.
• Proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel); experience with Salesforce, Concur, Teams, and OneNote is a plus.
• Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.
• Demonstrated ability to follow detailed instructions and deliver high-quality results.
• Must be able to provide professional, elevated-level customer service at all times.
• Effective team player with strong collaboration skills.
• Ability to lift up to 15 pounds and support general office tasks as needed.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

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