Administrative Assistant-Wealth Management

Nhtrust; New Hampshire; On-site; 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

Parental leave

Tuition reimbursement

Professional development opportunities

Job summary

NHTrust in Concord, NH is seeking an Administrative Assistant to support the Wealth Management team. The role focuses on calendar management, meeting materials, CRM updates, and confidential client service in a fast-paced environment.

You’ll coordinate offices, arrange meetings, and prepare presentation packets while ensuring accurate documentation and a polished client experience. This position offers growth, a comprehensive benefits package, and a supportive team culture.

Qualifications

• 1–3 years of administrative or client service experience preferred.
• Experience supporting advisors or client-facing teams is helpful.
• Strong proficiency with Microsoft Office and CRM systems.
• Excellent organizational skills and attention to detail.
• Professional, client-focused communication and discretion.

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

Microsoft Office

CRM systems

Communication

Time management

Tools

Outlook

Excel

PowerPoint

CRM

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

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.