Wealth Management Admin & Client Experience Specialist

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.

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

Job description

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.