Wealth Administration Associate supporting Wealth Advisors and Leadership team at NHTrust. Handling client inquiries and administrative tasks while maintaining client records and documents.
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
Requirements
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
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