Administrative Assistant-Wealth Management

New Hampshire Mutual Bancorp•Concord, NH

just now•$23 - $27•Onsite

About The Position

NHTrust is seeking an Administrative Assistant to support its Wealth Management team in Concord, NH. This role operates in a fast-paced, high-touch environment and is responsible for organizing client appointments, meeting materials, electronic files, events, office resources, and daily workflows. The successful candidate will be able to take direction from multiple stakeholders, work independently with sound judgment, and contribute as part of a dynamic, client-focused team.

Requirements

1–3 years of administrative, office coordination, client service, or financial services support experience preferred
Strong proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
Exceptional organizational skills, accuracy, and attention to detail
Professional, client-focused communication skills and discretion when handling confidential information
Ability to receive direction from multiple stakeholders, clarify priorities, and follow through independently
Ability to manage competing deadlines and changing priorities in a fast-paced environment
Adaptable, resourceful, and proactive team approach

Nice To Haves

Experience supporting advisors, executives, professional services teams, or client-facing office environments is helpful
Familiarity with CRM systems, electronic file management, presentation preparation, and appointment scheduling preferred

Responsibilities

Keep the office running smoothly by coordinating calendars, supplies, mail, meetings, client appointments, electronic files, and daily administrative needs
Prepare, organize, and quality-check presentation packets, reports, agendas, seminar materials, handouts, and correspondence
Create a polished client experience by coordinating appointments, meeting rooms, business lunches, seminar logistics, and follow-up items
Maintain accurate client records, CRM information, document repositories, and administrative tracking tools while protecting confidential information
Support the onboarding of new client relationships by gathering, organizing, routing, and maintaining required forms and documentation
Partner with Wealth Advisors, leadership, operations teams, vendors, and external contacts to resolve routine needs and keep work moving forward
Assist with client seminars, educational events, and special projects, including invitations, materials, attendee tracking, setup, and post-event follow-up
Use Microsoft Outlook, Word, Excel, PowerPoint, CRM tools, and document management systems to support accurate and efficient workflows
Balance multiple priorities with professionalism, discretion, accuracy, and strong follow-through