Wealth Advisor Administrator - Boston, MA - Clarendon St

Wealth Advisor Administrator - Boston, MA - 131 Clarendon St

Department: Clarendon Private

Grade: 9

Salary Range: $52,458 - $81,036

Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Boston, MA - 131 Clarendon St

Performs a variety of administrative, sales and marketing support activities related to the investment and wealth management business at Clarendon Private, a subsidiary of Beacon Financial Corporation.

• Maintains executive's schedule by planning meetings, conferences, teleconferences, and travel. Greeting clients and prospects at the Reception desk answer and direct inquiries.
• 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.

• Bachelor's Degree preferred
• 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

Consistently demonstrate behaviors associated with Beacon Bank & Trust's Core Four values: adaptability, accountability, leadership, and teamwork.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.

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