Wealth Management Admin Pro — Elevate Client Experience

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

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.