Administrative Assistant-Wealth Management

MVSB; New Hampshire; Hybrid; USD 31,000 - 37,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off

Paid parental leave

Tuition reimbursement

Professional development opportunities

Job summary

NHTrust in Concord, NH, seeks an Administrative Assistant to support our Wealth Management team. You will manage calendars, prepare materials, and coordinate client meetings, ensuring accurate records and discreet handling of information.

Ideal candidates have 1–3 years of admin or financial services support experience, strong Microsoft Office skills, and a client-focused approach. This on-site role offers a comprehensive benefits package and opportunities for professional growth.

Qualifications

• 1–3 years of administrative, office coordination, client service, or financial services support experience preferred
• Experience supporting advisors, executives, professional services teams, or client-facing office environments is helpful
• Strong proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Familiarity with CRM systems, electronic file management, presentation preparation, and appointment scheduling preferred
• Exceptional organizational skills, accuracy, and attention to detail
• Professional, client-focused communication skills and discretion when handling confidential information
• Ability to receive direction from multiple stakeholders, clarify priorities, and follow through independently
• Ability to manage competing deadlines and changing priorities in a fast-paced environment
• Adaptable, resourceful, and proactive team approach

Responsibilities

• Keep the office running smoothly by coordinating calendars, supplies, mail, meetings, client appointments, electronic files, and daily administrative needs
• Prepare, organize, and quality-check presentation packets, reports, agendas, seminar materials, handouts, and correspondence
• Create a polished client experience by coordinating appointments, meeting rooms, business lunches, seminar logistics, and follow-up items
• Maintain accurate client records, CRM information, document repositories, and administrative tracking tools while protecting confidential information
• Support the onboarding of new client relationships by gathering, organizing, routing, and maintaining required forms and documentation
• Partner with Wealth Advisors, leadership, operations teams, vendors, and external contacts to resolve routine needs and keep work moving forward
• Assist with client seminars, educational events, and special projects, including invitations, materials, attendee tracking, setup, and post-event follow-up
• Use Microsoft Outlook, Word, Excel, PowerPoint, CRM tools, and document management systems to support accurate and efficient workflows
• Balance multiple priorities with professionalism, discretion, accuracy, and strong follow-through

Skills

Administrative experience

Client service

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

CRM systems

Discretion and confidentiality

Tools

CRM software

Microsoft Office suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Administrative Assistant-Wealth Management

Full Time Admin Clerical Concord, NH, US

2 days ago Requisition ID: 2001

Company: NHTrust

Location: Concord, New Hampshire

FLSA: Non-exempt, payable bi-weekly on Fridays

Pay Range: $22.61 -$26.60 per hour, negotiable based on experience

Help Shape an Exceptional Client Experience

Are you a highly organized, detail-oriented professional who enjoys creating seamless experiences for clients and colleagues? NHTrust is seeking an Administrative Assistant to support our Wealth Management team in Concord, NH. In this fast-paced, high-touch environment, you’ll help keep client appointments, meeting materials, electronic files, events, office resources, and daily workflows organized and on track. No two days will be the same. The successful candidate will be able to take direction from multiple stakeholders, work independently with sound judgment, and contribute as part of a dynamic, client-focused team

Why You’ll Love Working Here

In addition to a competitive salary, we offer a comprehensive benefits package designed to support you personally and professionally. Benefits include medical, dental, and vision coverage; a 401(k) with company match; paid time off; paid parental leave; tuition reimbursement; professional development opportunities; and the chance to be part of a supportive team that values your contributions.

How You’ll Make an Impact

• Keep the office running smoothly by coordinating calendars, supplies, mail, meetings, client appointments, electronic files, and daily administrative needs
• Prepare, organize, and quality-check presentation packets, reports, agendas, seminar materials, handouts, and correspondence
• Create a polished client experience by coordinating appointments, meeting rooms, business lunches, seminar logistics, and follow-up items
• Maintain accurate client records, CRM information, document repositories, and administrative tracking tools while protecting confidential information
• Support the onboarding of new client relationships by gathering, organizing, routing, and maintaining required forms and documentation
• Partner with Wealth Advisors, leadership, operations teams, vendors, and external contacts to resolve routine needs and keep work moving forward
• Assist with client seminars, educational events, and special projects, including invitations, materials, attendee tracking, setup, and post-event follow-up
• Use Microsoft Outlook, Word, Excel, PowerPoint, CRM tools, and document management systems to support accurate and efficient workflows
• Balance multiple priorities with professionalism, discretion, accuracy, and strong follow-through

What We’re Looking For

• 1–3 years of administrative, office coordination, client service, or financial services support experience preferred
• Experience supporting advisors, executives, professional services teams, or client-facing office environments is helpful
• Strong proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Familiarity with CRM systems, electronic file management, presentation preparation, and appointment scheduling preferred
• Exceptional organizational skills, accuracy, and attention to detail
• Professional, client-focused communication skills and discretion when handling confidential information
• Ability to receive direction from multiple stakeholders, clarify priorities, and follow through independently
• Ability to manage competing deadlines and changing priorities in a fast-paced environment
• Adaptable, resourceful, and proactive team approach

Your Next Great Opportunity Starts Here

Join a growing organization where your success is supported, your contributions are valued, and your potential is unlimited. If you're looking for the opportunity to grow your business, deepen your expertise, and make a meaningful impact in the communities you serve, we'd love to hear from you.

Plan Confidently for your next role with NHTrust

We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.