Wealth Management Administrative Assistant — Client Experience

Nhtrust; Concord (NH); On-site; USD 31,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Professional development

Job summary

NHTrust in Concord, NH is seeking an Administrative Assistant to support the Wealth Management team. This role manages client appointments, meeting materials, electronic files, events, and daily workflows, in a fast-paced environment.

You will balance multiple priorities with discretion, and collaborate with advisors and staff to maintain client experiences of the highest quality. Qualified candidates typically have 1–3 years in administrative support, excellent MS Office skills, and familiarity

Qualifications

• 1–3 years of administrative, office coordination, or client service support experience preferred.
• Experience supporting advisors, executives, or client-facing offices is helpful.
• Strong proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
• Familiarity with CRM systems and appointment scheduling preferred.

Responsibilities

• Coordinate calendars, supplies, mail, meetings, client appointments, electronic files, and daily administrative needs.
• Prepare, organize, and quality-check presentation packets, reports, agendas, seminar materials, and correspondence.
• Coordinate appointments, meeting rooms, business lunches, seminar logistics, and follow-up items to create a polished client experience.
• Maintain accurate client records and CRM information while protecting confidential information.
• Support onboarding of new client relationships by gathering and organizing required forms and documentation.
• Collaborate with Wealth Advisors, leadership, and operations to resolve routine needs.

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Job description

NHTrust in Concord, NH is seeking an Administrative Assistant to support the Wealth Management team. This role manages client appointments, meeting materials, electronic files, events, and daily workflows, in a fast-paced environment.

You will balance multiple priorities with discretion, and collaborate with advisors and staff to maintain client experiences of the highest quality. Qualified candidates typically have 1–3 years in administrative support, excellent MS Office skills, and familiarity