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: The Atlanta office is looking for an Accounts Payable Associate to join our growing family office team which provides daily accounting, financial operations and other family office services for a diverse group of clients.
As a member of the client service team, the Accounts Payable Associate will be responsible for the accurate processing of annual, quarterly, monthly, semi-monthly, weekly, semi-weekly and/or daily expenses, bills, and invoices for multiple, complex high net worth clients in a secure bill pay software system. This individual will work to identify and resolve billing related issues and answer payment-related questions.
Key Responsibilities:
- Support the processing of high-volume, multi-client AP pipelines including ACH, domestic/international wires, checks, and online payments.
- Ensure that the clients’ bills are paid in an accurate and timely manner.
- Assist with creating and managing recurring payments and maintaining payment calendars.
- Monitor client account balances and help prioritize payments as directed.
- Collaborate with team members and client contacts to resolve billing or payment inquiries in a timely, professional manner.
- Serve as main point of contact for vendor communications.
- Verify and update vendor information and payment instructions accurately and securely to minimize payment errors and rejections.
- Demonstrate strong attention to detail and accuracy across all tasks, contributing to a consistently low payment rejection rate.
- Other family office duties as assigned or needed.
Qualifications:
- Bachelor’s degree in accounting or other related field required.
- 4+ years’ experience required.
- Prior experience in processing detailed accounts payable for multiple clients preferred.
- Knowledgeable in bill pay software and Office 365 preferred.
- Fundamental knowledge of finance is a plus.
- Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.
- Professional and discrete; able to handle sensitive information appropriately.
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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