Wealth Advisor Administrator

Berkshire Bank; Boston (MA); On-site; USD 52,000 - 75,000; Full time

Job summary

A leading financial institution in Boston is seeking an Administrative Support professional to assist with various marketing and operational tasks within the investment and wealth management division. The ideal candidate will have strong organizational skills, proficiency in Microsoft Office, and excellent communication abilities. Responsibilities include scheduling, client interaction, maintaining records, and preparing reports. This position values adaptability and teamwork and is guided by the company's commitment to equal opportunity and accessibility.

Qualifications

• Bachelor’s Degree preferred.
• Proven organizational skills with ability to prioritize and strong attention to detail.
• General knowledge and interest in investment services.
• Highly comfortable with learning new technology platforms.
• Strong telephone skills; proficient in Microsoft Office skills (Word, Excel, Outlook).
• Excellent verbal and written communications skills.

Responsibilities

• Plan meetings, conferences, and travel for executives.
• Provide backup to team members and monitor emails.
• Deliver superior customer service within authority.
• Maintain client files in hard copy or online.
• Prepare marketing pitch books and coordinate events.
• Prepare and submit expense reports.
• Adhere to company policies and compliance requirements.
• Collect and analyze information for reports.
• Safeguard customer information and manage supply inventory.
• Maintain customer confidence and protect operations by keeping information confidential.
• Maintain office supply inventory.

Skills

Organizational skills

Attention to detail

Microsoft Office proficiency

Verbal communication skills

Written communication skills

Comfort with technology

Knowledge of investment services

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Performs a variety of administrative, sales and marketing support activities related to the investment and wealth management business at Clarendon Private, a subsidiary of Beacon Financial Corporation.

Principal Duties and Responsibilities

• Maintains executive’s schedule by planning meetings, conferences, teleconferences, and travel. Greeting clients and prospects at the Reception desk answer and direct inquires.
• Provide backup to team members who are out of the office; monitor emails of teammates for incoming client requests.
• Provide superior level of service and responsiveness to customer’s needs within scope of authority and expertise.
• Maintain client files in hard copy or online; set up initial files and update as necessary to keep in compliance for financial service audits, assist with outgoing correspondence.
• Prepare marketing pitch books for prospect and client meetings.
• Laisse with outside marketing team to edit marketing materials and blogs.
• Responsible for preparing and submitting teams’ expense reports.
• Responsible for adhering to Clarendon Privates policies and procedures and regulatory compliance requirements.
• Coordinate meeting and special event details as necessary.
• Prepares reports by collecting and analyzing information.
• Maintain customer confidence and protect operations by keeping information confidential.
• Maintain office supply inventory.
• Contribute to team effort by accomplishing related results as necessary.

Job Specifications (Skills, Knowledge and Abilities Required)

• Bachelor’s Degree preferred
• Proven organizational skills with ability to prioritize and strong attention to detail
• General knowledge and interest in investment services
• Highly comfortable with learning new technology platforms
• Strong telephone skills; proficient in Microsoft Office skills (Word, Excel, Outlook)
• Excellent verbal and written communications skills

Behavioral Skills

Consistently demonstrate behaviors associated with Beacon Bank & Trust’s Core Four values: adaptability, accountability, leadership, and teamwork.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us [e-mail].