Associate, Personal CFO Services
Pathstone3 days ago
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OnsiteFull-timeEntry
Summary
Pathstone is seeking an Associate, Personal CFO Services to join their team in Atlanta, GA. The role involves providing daily accounting and financial administration services for ultra-high-net-worth clients.
About the Role
As an Associate in Personal CFO Services, you will be responsible for the accounting and record-keeping of clients' financial activities, including ownership structures and investment portfolios. Your key responsibilities will include preparing financial statements, ensuring timely reporting, reconciling accounts, and providing exceptional client service.
About You
Required:
- Bachelor's degree in Finance, Accounting, or a related field.
- 2+ years of related experience in public accounting, family office, or financial services.
Preferred:
- CPA, CFP, or other relevant certifications.
- Industry knowledge in Treasury/Cash Management and Partnership Accounting.
Benefits
- Comprehensive medical, vision, and dental coverage.
- Flexible spending options and flexible PTO.
- Life insurance and education support.
- 401(k) plan and parental leave.
Pathstone
Pathstone, The Family Office, is a client-centric, partner-owned, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at www.pathstone.com.
Atlanta, GA