Wealth Management Administrative Coordinator

MVSB; New Hampshire; Hybrid; 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, prepare materials, and coordinate client meetings, ensuring accurate records and discreet handling of information.

Ideal candidates have 1–3 years of admin or financial services support experience, strong Microsoft Office skills, and a client-focused approach. This on-site role offers a comprehensive benefits package and opportunities for professional growth.

Qualifications

• 1–3 years of administrative, office coordination, client service, or financial services support experience preferred
• Experience supporting advisors, executives, professional services teams, or client-facing office environments is helpful
• Strong proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Familiarity with CRM systems, electronic file management, presentation preparation, and appointment scheduling preferred
• Exceptional organizational skills, accuracy, and attention to detail
• Professional, client-focused communication skills and discretion when handling confidential information
• Ability to receive direction from multiple stakeholders, clarify priorities, and follow through independently
• Ability to manage competing deadlines and changing priorities in a fast-paced environment
• Adaptable, resourceful, and proactive team approach

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

Administrative experience

Client service

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

CRM systems

Discretion and confidentiality

Tools

CRM software

Microsoft Office suite

Job description

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

Ideal candidates have 1–3 years of admin or financial services support experience, strong Microsoft Office skills, and a client-focused approach. This on-site role offers a comprehensive benefits package and opportunities for professional growth.