Wealth Administration Associate
About The Position
NHTrust is seeking a Wealth Administration Associate to provide overall support to our Wealth Advisors and Leadership team. This position is ideal for a detail-orientated professional who thrives on supporting relationships, handling client inquiries and coordinating meetings. We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, mileage and tuition reimbursement, professional development and the opportunity to work with a great team!
Requirements
- Prior work experience in a professional setting
- Knowledgeable with CRM systems, document management tools or financial reporting preferred
- Strong organizational skills and attention to detail
- Skilled in Microsoft Office Products
- Professional written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced, collaborative environment
- Reliable, independent means of transportation
Responsibilities
- Fulfill day-to-day administrative and operational needs in support of the Wealth Advisors and Leadership team
- Prepare materials for client and prospect meetings, including reports and presentation packages
- Organize and maintain client records, documents, and CRM information
- Act as the primary point of contact and support for onboarding of new client relationships
- Serve as a liaison between advisors, operations, internal and external partners
- Travel to the Concord office 1-2 days per week, as needed
Benefits
- medical
- dental
- vision
- 401K (with Company match)
- paid time off
- paid parental leave
- mileage reimbursement
- tuition reimbursement
- professional development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
