About the role

  • Wealth Administration Associate supporting Wealth Advisors and Leadership team at NHTrust. Handling client inquiries and administrative tasks while maintaining client records and documents.

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

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

Benefits

  • medical
  • dental
  • vision
  • 401K (with Company match)
  • paid time off
  • paid parental leave
  • mileage reimbursement
  • tuition reimbursement
  • professional development

Job title

Wealth Administration Associate

Job type

Experience level

JuniorMid level

Salary

$22 - $26 per hour

Degree requirement

High School Diploma

Location requirements

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