Manage and maintain Windows/Linux servers and Hyper - V virtualization, monitoring, backups, and security. Provide 1st/2nd - level support, troubleshooting, and documentation using Atlassian Confluence and Jira.
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
Job type
Experience level
Salary
Degree requirement
Location requirements
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