New Hampshire Mutual Bancorp

Sign Up/Sign In
Flag job

Report

Wealth Administration Associate

Salary

$57k - $67k

Min Experience

0 years

Location

Keene, New Hampshire, United States

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

Company: NHTrust

Position: Wealth Administration Associate

Location: On-site in Keene (Required travel to Concord, 1-2 days per week as needed)

Position Details: Full Time, Monday-Friday, 8:00AM-5:00PM

Pay Rate: $22.00 - $25.95, payable biweekly on Fridays

 

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.

We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, mileage and tuition reimbursement, professional development and the opportunity to work with a great team! 

 

RESPONSIBILITIES INCLUDE:

  • 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


REQUIRMENTS & EXPERIENCE:

  • Prior work experience in a professional setting
  • Knowledgeable with CRM systems, document management tools or financial reporting preferred
  • 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

  

We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve!

We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!


We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.

About the company

New Hampshire Mutual Bancorp (NHMB) is a shared services organization providing operational support for three premier independent mutual savings banks, Meredith Village Savings Bank, Merrimack County Savings Bank and Savings Bank of Walpole, and a financial advisory and trust company, NHTrust. The first relationship of its kind in northern New England, NHMB companies share support services such as human resources, information technology, marketing, finance, risk and compliance, deposit operations, loan operations and digital banking to provide overall efficiencies and best in class solutions for customers. Through this strategic alliance, each affiliate is positioned to leverage each other’s strengths as they work together to advance a shared vision of maintaining and enhancing community banking standards and values. For more information, visit nhmutual.com.

Skills

Microsoft Office
CRM systems