Client Administrator I

3 weeks ago


New London, United States Ledyard National Bank Full time
Job DescriptionJob Description

The Client Administrator I within the wealth management team, Ledyard Financial Advisors is responsible for comprehensive administrative support for one or more Financial Advisors. Responsibilities include preparing correspondence in final form, maintaining files/records and transaction history, and conducting special projects as assigned. Responsible for generating administrative products that are accurate, complete, properly formatted, fulfill the intended purpose, and present a positive image to all clients and outside parties. Qualifications: Highschool diploma or GED is required; 2-4 years administrative support experience required; experience working in financial services, trusts, retirement plans, or paralegal experience preferred. Location: Hanover, NH



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    The Client Administrator I within the wealth management team, Ledyard Financial Advisors is responsible for comprehensive administrative support for one or more Financial Advisors. The Client Administrator serves as a direct point of contact for Ledyard clients. Responsibilities include transaction processing, maintaining client files and relationship...


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