Berkshire Bank · 3 days ago
Wealth Advisor Administrator - Boston, MA - 131 Clarendon St
Boston, MA
Full-time
Onsite
New Grad, Entry Level
$52K/yr - $81K/yrBerkshire Bank is seeking a Wealth Advisor Administrator to support their investment and wealth management business at Clarendon Private. The role involves a variety of administrative, sales, and marketing support activities, including managing schedules, maintaining client files, and preparing marketing materials.
BankingFinancial Services
Responsibilities
Maintains executive’s schedule by planning meetings, conferences, teleconferences, and travel
Greeting clients and prospects at the Reception desk answer and direct inquires
Provide backup to team members who are out of the office; monitor emails of teammates for incoming client requests
Provide superior level of service and responsiveness to customer’s needs within scope of authority and expertise
Maintain client files in hard copy or online; set up initial files and update as necessary to keep in compliance for financial service audits, assist with outgoing correspondence
Prepare marketing pitch books for prospect and client meetings
Laisse with outside marketing team to edit marketing materials and blogs
Responsible for preparing and submitting teams’ expense reports
Responsible for adhering to Clarendon Privates policies and procedures and regulatory compliance requirements
Coordinate meeting and special event details as necessary
Prepares reports by collecting and analyzing information
Maintain customer confidence and protect operations by keeping information confidential
Maintain office supply inventory
Contribute to team effort by accomplishing related results as necessary
Qualification
Required
Proven organizational skills with ability to prioritize and strong attention to detail
General knowledge and interest in investment services
Highly comfortable with learning new technology platforms
Strong telephone skills; proficient in Microsoft Office skills (Word, Excel, Outlook)
Excellent verbal and written communications skills
Preferred
Bachelor's Degree preferred
Company
Berkshire Bank
Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).
Founded in 1846
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2000-07-20IPO
Leadership Team
Nitin Mhatre
President & CEO - Berkshire Hills Bancorp
Ashlee Picard Flores
Chief Compliance Officer
Recent News
Providence Business News
2026-01-09
Morningstar.com
2026-01-09
Providence Business News
2025-11-06
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