Administrative Assistant/Client Services (Wealth Management) Position Available In Hillsborough, New Hampshire

Administrative Assistant/Client Services (Wealth Management) Staff Hunters – Bedford Bedford, NH 03110 • Hybrid work Job Overview We are seeking a dedicated and detail-oriented Client Services professional to join our client, a Top-Rated Wealth Management /Financial Services team located in Bedford, NH. This role is essential in providing exceptional support to Advisors and Clients while ensuring smooth operations within the organization. The ideal candidate will possess strong organizational skills, a customer-focused-can-do mindset, and the ability to manage multiple tasks efficiently. Duties Provide outstanding customer service by addressing client inquiries and resolving issues promptly. Manage calendars, schedule appointments, and coordinate meetings for team members. Perform clerical tasks including data entry, filing, and maintaining organized records. Utilize SalesForce, CRM and other platforms for financial transaction processing, client account record keeping, etc. Assist in the preparation of reports and presentations. Maintain accurate records of client interactions and transactions. Support the team with administrative tasks to enhance overall productivity. Skills 2+yrs experience in Financial Services, Wealth Management, Investment, Banking or Similar industry FINRA Licenses (7 & 66) Preferred Proficiency in clerical duties with a strong attention to detail. Excellent calendar management skills to effectively coordinate schedules. Strong typing skills for efficient data entry and documentation. Familiarity with SalesForce or CRMs, MS Office products such as Excel, Outlook, Teams Exceptional time management abilities to prioritize tasks effectively. Outstanding customer service skills with a focus on client satisfaction and relationship building Ability to adapt to new software and tools as required. Join our clients growing team and contribute to creating an exceptional experience for clients while developing your skills in a supportive environment that offer career advancement, a collabortive team environment and much more!

Job Type:

Full-time Pay:

$55,000.00 – $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance

Schedule:

8 hour shift Monday to Friday No weekends Ability to

Commute:

Bedford, NH 03110 (Required)

Work Location:

Hybrid remote in Bedford, NH 03110