Pathstone · 4 weeks ago
Senior Associate, Workplace Experience
Atlanta, Georgia, United States
Full-time
Onsite
Mid, Senior Level
3+ years expPathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families and foundations. The Senior Associate, Workplace Experience will provide administrative support to executive leadership, manage daily office operations, and cultivate a warm, hospitality-driven atmosphere for clients and team members.
AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
No H1B
Responsibilities
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, accommodations, and event partners—to support a premium client experience
Plan and execute logistics for internal events, offsite meetings, team celebrations, and client appreciation gatherings with a high standard of service
Provide polished administrative support to senior leadership, managing calendars, schedules, communications, and meeting logistics
Handle sensitive and confidential information at all times with discretion and professionalism
Coordinate travel arrangements, including flights, accommodations, and ground transportation, while managing real-time changes and special requests
Serve as a communication and service liaison across teams to ensure clients experience smooth, cohesive interactions throughout the firm
Prepare and process expense reports, track invoices, and support office budgeting with a high level of accuracy
Answer incoming phone calls in a warm, professional manner, routing calls as appropriate and maintaining service request records
Manage incoming and outgoing mail, packages, documents, and courier deliveries, ensuring accurate internal distribution and maintaining logs for signature-required items
Support facilities operations by monitoring office conditions, coordinating with vendors, and ensuring the environment remains polished, functional, and guest-ready
Perform notarizations as needed
Provide backup administrative support to cross-functional teams (e.g., tax and professional services) for tasks such as mail processing, deposits, and document preparation
Contribute to ongoing projects that enhance the consistency and quality of the workplace experience across all Pathstone offices
Perform additional duties as required to support a refined, hospitality-forward office environment
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
Minimum of 3+ years of experience in Hospitality, Office Administration, or Retail, ideally in a premium or client-facing environment
Exceptional verbal, written, and interpersonal communication skills with a professional, service-driven demeanor
Proven ability to manage multiple priorities, 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
Highly organized, detail-oriented, and able to excel in a fast-paced, collaborative environment
Proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel); experience with Salesforce, Concur, Teams, and OneNote is a plus
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
Benefits
Comprehensive medical, vision, and dental coverage
Flexible spending
Flexible PTO
Life insurance
Education support
401k plan
Parental leave
And more
Company
Pathstone
Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity
Leadership Team
Allan Zachariah
Co-Chairman
Recent News
Company data provided by crunchbase