New Hampshire Mutual Bancorp ยท 17 hours ago
Wealth Administration Associate
Keene, NH
Full-time
Onsite
New Grad, Entry Level
$22/hr - $25.95/hrNHTrust is seeking a Wealth Administration Associate to provide overall support to their Wealth Advisors and Leadership team. This role involves handling client inquiries, coordinating meetings, and managing client records and documents.
BankingFinancial ServicesWealth Management
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
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
New Hampshire Mutual Bancorp
New Hampshire Mutual Bancorp deals with banking, financial, advice, mutual fund and saving account services.
Founded in 2013
501-1000 employees
Funding
Current Stage
Late StageRecent News
Merrimack County Savings Bank
2024-01-28
Merrimack County Savings Bank
2024-01-28
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