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Merrimack County Savings Bank (The Merrimack) · 18 hours ago

Wealth Administration Associate

Keene, NH, US

Full-time

Onsite

New Grad, Entry Level

$22/hr - $25.95/hr

NHTrust is seeking a Wealth Administration Associate to provide overall support to our Wealth Advisors and Leadership team. This position is ideal for a detail-orientated professional who thrives on supporting relationships, handling client inquiries and coordinating meetings.

BankingFinancial Services

Responsibilities

Fulfill day-to-day administrative and operational needs in support of the Wealth Advisors and Leadership team

Prepare materials for client and prospect meetings, including reports and presentation packages

Organize and maintain client records, documents, and CRM information

Act as the primary point of contact and support for onboarding of new client relationships

Serve as a liaison between advisors, operations, internal and external partners

Travel to the Concord office 1-2 days per week, as needed

Qualification

CRM systemsMicrosoft Office ProductsDocument management toolsFinancial reportingMulti-taskingOrganizational skillsCommunication skills

Required

Prior work experience in a professional setting

Strong organizational skills and attention to detail

Skilled in Microsoft Office Products

Professional written and verbal communication skills

Ability to manage multiple priorities in a fast-paced, collaborative environment

Reliable, independent means of transportation

Preferred

Knowledgeable with CRM systems, document management tools or financial reporting preferred

Benefits

Medical

Dental

Vision

401K (with Company match)

Paid time off

Paid parental leave

Mileage and tuition reimbursement

Professional development

Company

Merrimack County Savings Bank (The Merrimack)

Since 1867, The Merrimack has been Central and Southern New Hampshire’s trusted community bank- locally governed, locally invested, and deeply committed to the people we serve.

Founded in 1867