Job Description
Job Description
Company: NHTrust
Position: Wealth Administration Associate
Location: On-site in Keene (Required travel to Concord, 1-2 days per week as needed)
Position Details: Full Time, Monday-Friday, 8:00AM-5:00PM
Pay Rate: $22.00 - $25.95, payable biweekly on Fridays
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!
RESPONSIBILITIES INCLUDE:
- 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
REQUIRMENTS & EXPERIENCE:
- 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
We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve!
We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.