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Client Administrator I
3 months ago
$1000 HIRING BONUS 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 history, and collaborating with the advisory and investment management groups to deliver timely and accurate services to clients. Responsibilities include preparing correspondence in final form, maintaining files/records and transaction history, and conducting special projects as assigned. 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, New London or Concord, NH
