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On-Site Wealth Administration & Client Ops Associate

Job in Keene, Cheshire County, New Hampshire, 03431, USA
Listing for: New Hampshire Mutual Ban
Full Time position
Listed on 2026-01-20
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Keene seeks a Wealth Administration Associate to support Wealth Advisors and the Leadership team. The role involves fulfilling administrative needs, preparing materials for meetings, and ensuring client relations are managed effectively. The ideal candidate will have strong organizational skills, experience with CRM systems, and proficiency in Microsoft Office. This full-time position demands attention to detail and the ability to manage multiple priorities in a collaborative environment.
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Position Requirements
10+ Years work experience
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