Wealth Advisory Operations Associate

Pathstone is looking for a Client Operations Assistant to support its Providence, RI office. The role involves assisting the Client Advisory Team with client services, daily operations, and administrative tasks. Candidates should have a Bachelor's degree and preferably experience in financial management.We seek proactive individuals with strong analytical and client service skills who are detail-oriented and communicate effectively. Benefits include comprehensive medical coverage, flexible PTO, and a 401(k) plan.J-18808-Ljbffr