Wealth Management Administrative Assistant - Client Experience Champion

New Hampshire Mutual Bancorp; Concord (NH); 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

Paid parental leave

Tuition reimbursement

Professional development opportunities

Job summary

NHTrust in Concord, NH, seeks an Administrative Assistant to support our Wealth Management team. You will manage calendars, meetings, and client materials while ensuring accurate records and confidential handling of information.

The role emphasizes organized coordination, professional communication, and collaboration with advisors and operations. Competitive pay and comprehensive benefits accompany the position.

Qualifications

• Administrative experience supporting advisors or client-facing teams.
• Strong organizational skills and attention to detail.
• Professional, client-focused communication and discretion.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to follow directions from multiple stakeholders.

Responsibilities

• Coordinate calendars, supplies, mail, meetings, and client appointments.
• Prepare packets, reports, agendas, and seminar materials.
• Arrange client meetings, rooms, meals, and seminar logistics.
• Maintain client records, CRM data, and document repositories.
• Support onboarding of new client relationships and forms.

Skills

Administrative experience

Client service

Organizational skills

Communication skills

Discretion

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

CRM systems

Job description

NHTrust in Concord, NH, seeks an Administrative Assistant to support our Wealth Management team. You will manage calendars, meetings, and client materials while ensuring accurate records and confidential handling of information.

The role emphasizes organized coordination, professional communication, and collaboration with advisors and operations. Competitive pay and comprehensive benefits accompany the position.