Wealth Client Concierge & Advisor Support

Ledyard National Bank; Concord (NH); On-site; USD 42,000 - 66,000; Full time

Job summary

Ledyard Financial Advisors, located in Hanover, NH, seeks a Wealth Client Associate to support Wealth Management professionals and serve high-net-worth clients. The role involves coordinating client needs, preparing for meetings, and ensuring timely follow-up with accuracy and discretion.

Ideal candidates have 5+ years in administrative roles and 4+ years as a Client Associate, with experience in trusts, retirement plans, or related fields. CFP or Cannon Trust training is preferred.

Qualifications

• 5+ years of administrative support experience.
• 4+ years as a Client Associate.
• Experience in financial services, trusts, retirement plans, or paralegal work.
• Cannon Trust Training or CFP experience preferred.

Responsibilities

• Coordinate client needs and account activities.
• Prepare for meetings and manage follow-up.
• Build relationships rooted in trust, responsiveness, and care.

Skills

Administrative support

Client service

Communication

Attention to detail

Job description

Ledyard Financial Advisors, located in Hanover, NH, seeks a Wealth Client Associate to support Wealth Management professionals and serve high-net-worth clients. The role involves coordinating client needs, preparing for meetings, and ensuring timely follow-up with accuracy and discretion.

Ideal candidates have 5+ years in administrative roles and 4+ years as a Client Associate, with experience in trusts, retirement plans, or related fields. CFP or Cannon Trust training is preferred.