Wealth Administrator, Concord, NH or Peterborough NH

Bar Harbor Bankshares•Peterborough, NH

11h

About The Position

Bar Harbor Wealth Management is seeking a positive, detail-oriented Wealth Administrator to support and interact with clients and the Wealth Services team in providing excellent customer service. The position’s home office will be in Peterborough, NH, or Concord, NH. The level of the position depends on experience; candidates with a strong background as a Wealth Administrator may be considered for the Senior Wealth Administrator level. The role supports Wealth Managers in managing and administering their books of business. It includes administrative support, responding to client inquiries, onboarding new accounts, conducting monthly account reviews, processing distributions and bill payments, and handling confidential information.

Requirements

Three to five years of wealth services experience, or three to five years of paralegal, accounting, and/or financial experience.
Ability to apply mathematical concepts such as fractions, percentages, ratios, and proportions to practical situations.
Working knowledge of Windows-based software programs.
Good organizational and time management skills.
Excellent written and oral communication skills.
Accuracy and attention to detail.

Nice To Haves

An associate or bachelor’s degree is preferred.
Experience in trust administration or operations, paralegal work, estate planning, private banking, or retirement planning is helpful.
A strong background as a Wealth Administrator may qualify a candidate for consideration at the Senior Wealth Administrator level.

Responsibilities

Support Wealth Managers in the management and administration of their books of business.
Provide excellent customer service to clients.
Respond to customer inquiries by phone, email, and regular mail.
Onboard new client account records via DocuSign.
Complete monthly account reviews.
Process distributions for qualified and non-qualified accounts.
Process trust distributions and bill payments.
Provide backup for other wealth administrators as needed.
Complete projects as assigned.
Participate in department meetings.
Handle confidential information.