Administrative Assistant

4 weeks ago


West Lebanon, United States Mount Family Group, LTD Full time
Job DescriptionJob DescriptionSalary: $24.00/HR

Client Administrative Assistant - Hanover, NH

 

We are looking for a Client Administrative Assistant to join the Wealth Management Team of Financial Advisors.

The Client Administrator is within the wealth management team of Financial Advisors, and 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.

 

Client Administrative Assistant Job Responsibilities:

  • Completes a wide range of word processing and spreadsheet tasks, including correspondence, reports, tables, and agreements that require a high level of proficiency and knowledge of generally accepted formatting principles.
  • Prepares documents for client signatures and internal paperwork to open new accounts and maintain existing accounts. Answers incoming telephone calls determines purpose of caller, and forwards calls to appropriate personnel or department.
  • Drafts written communication for Financial Advisors. Corrects, edits, and provides punctuation as necessary to ensure that the final copy conveys the intended meaning and is correct in detail.
  • Understands basic facets of investments: this includes income and dividends, bond maturities, trade settlement, corporate actions and cash management. 
  • Understands client statements and basic resolution of day to day operational items.
  • Frequent contact with clients, employees, auditors, client advisors such as CPA’s and attorneys, visitors, and vendors, maintaining positive relationships.  Exercises tact, confidentiality, judgment, initiative, and knowledge of functional areas to respond appropriately.
  • Assists with basic Estate & Trust Settlement issues as necessary. Includes preparing the Estate Val and sending the workflow ticket to Rock-it.
  • Completes the Irrevocable Trust with the assistance of the Financial Advisor-need Basic understanding of Irrevocable Trusts.
  • Assists the Financial Advisor by starting the Trust Information spreadsheet on the T-drive.
  • Schedules client appointments and prepare client meeting notice.
  • Supports Financial Advisor in pre-client meeting preparation and post-client meeting processing.  Prepare for and may attend client meetings, take, assemble and transcribe notes relative to action items, and decisions made during appointments.  Monitor and follow up with all action items from client conversations and meetings.
  • Responds to client inquiries and assist with client requests to provide the highest level of client service.  Assists with workshops, seminars and client educational events.
  • Generally, assists Financial Advisors with day-to-day activities, assists in reviewing of tax information during tax season.
  • Establishes, maintains and revises filing and record keeping system for multiple functions.  Collect and prepare data as needed for various reporting and/or auditing requirements.
  • Receives, opens, and sorts incoming mail. May screen routine inquiries and prepare responses of a factual nature.  Assists with answering phones and any coverage situations when needed.
  • Performs additional duties as requested. 

 

Military Veterans & Personnel Are Encouraged To Apply



  • West Lebanon, United States Mount Family Group, LTD Full time

    **Client Administrative Assistant - Hanover, NH** **We are looking for a Client Administrative Assistant to join the Wealth Management Team of Financial Advisors.** The Client Administrator is within the wealth management team of Financial Advisors, and is responsible for comprehensive administrative support for one or more Financial Advisors....


  • Lebanon, United States Ferguson Enterprises, Inc. Full time

    Support operations and administrative tasks including screening, indexing, classifying, storing and disseminating information and/or reports and material ensuring conformity with relevant procedures and integrity. Assist in the organization of data f Administrative Assistant, Distribution, Administrative, Microsoft, Assistant


  • Lebanon, Pennsylvania, United States Natural Resources Conservation Service Full time

    Assists with the preparation of the operating budget for the fiscal year. Serves as Area purchase card holder, purchases supplies, equipment, and services within delegated authority using mandatory or open market sources, ensuring proper and timely documentation and reconciling. Helps track the organization's vehicle fleet by monitoring maintenance...

  • System Administrator

    3 weeks ago


    West Lebanon, United States Ledyard National Bank Full time

    Job DescriptionJob DescriptionThis position is primarily responsible for providing quality technical and operational support for all system technologies of the organization. Specifically, this role supports the vast collection of bank software applications, unified communications & collaboration (UCC) infrastructure, and assists the Network Administrator...


  • West Lebanon, United States Ledyard National Bank Full time

    Job DescriptionJob DescriptionThis position is primarily responsible for providing quality technical and operational support for all system technologies of the organization. Specifically, this role supports the vast collection of bank software applications, unified communications & collaboration (UCC) infrastructure, and assists the Network Administrator...


  • West Lebanon, United States Boston Group Executive Offices Full time

    About Our Company: Management Recruiters International (MRI) is the world’s largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI’s oldest, largest and most highly acclaimed members. ...


  • Lebanon, United States Pennsylvania Counseling Services Full time

    BenefitsCompany paid health insurance or waiver pay if you are enrolled in health insurance elsewhereDental, vision and disability insurance available401K option with employer match available after 1 full year of employmentPaid time offPaid holidaysTuition discounts available if seeking a degreeStudent loan pay down program that does not require you to pay...


  • Lebanon, United States Ferguson Full time

    Job Posting: Ferguson is North America's leading value-added distributor across residential, non-residential, new construction and repair, maintenance, and improvement (RMI) end markets. Spanning 34,000 suppliers and more than one million customers, we deliver local expertise, value-added solutions, and the industry's most extensive portfolio of products....


  • West Lebanon, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionAbout Our Company: Management Recruiters International (MRI) is the world’s largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI’s oldest, largest and most highly...

  • Office Assistant

    2 weeks ago


    West Lebanon, United States Acadia Healthcare Inc. Full time

    Overview ️JOIN OUR TEAM!️ $2,500 SIGN-ON BONUS AVAILABLE! Seeking: Office/Administrative Assistant - Outpatient Addiction Recovery FT Hours: Monday - Friday 5:30am - 1:30pm Our Benefits: * Quarterly Bonus Program * Medical, Dental, and Vision insurance * Competitive 401(k) plan * Paid vacation and sick time * Sign-On Bonus Available! * STAR LRP...


  • West Hartford, United States First Baptist Church of West Hartford Full time

    Job DescriptionJob DescriptionAdmin Assistant Ad Administrative AssistantDo you have administrative & compassionate people skills? First Baptist Church West Hartford, an American Baptist Church, is seeking a part-time Administrative Assistant that would work 20 hours per week. We are looking for a responsible candidate to keep our church’s day-to-day...


  • West Chester, Pennsylvania, United States West Chester University of Pennsylvania Full time

    24-118 Administrative Assistant (AA1 ) - The Center for Trans and Queer Advocacy (CTQA) ODEISalary$46,827.00 AnnuallyLocationWest Chester University, PAJob TypeRegular / Full-TimeJob Number24-118DepartmentOffice for Diversity, Equity, and Inclusion (ODEI)DivisionCenter for Trans and Queer Advocacy Position SummaryJoin a vibrant campus community whose...


  • West Nyack, United States JCC Rockland Full time

    JCC Rockland is seeking a full time in-person Assistant to join two growing departments. This administrative position supports the daily operations of both development and sports and recreation departments through administrative, logístical, and strategic work. Key Responsibilities and Expectations: - Provide administrative support for all customer...


  • West Orange, United States BRIDGEWAY BEHAVIORAL HEALTH SERVICES Full time

    **Make a Difference at Bridgeway Behavioral Health Services!** **Bridgeway offers uniquely rewarding experience in a supportive Team atmosphere. We invest in our employees. We offer excellent salary and benefits packages, and opportunities to advance your career. Become part of the Bridgeway Behavioral Health Services Team!** **Make a Future at...


  • West Falls, United States Aurora Waldorf School Full time

    Job DescriptionJob DescriptionWe seek a dynamic and organized individual to join our team of Administrative Assistants. As one of our first contact points for students, parents, staff, and visitors, you will play a key role in creating a welcoming and supportive atmosphere within our school community. Schedule: Part-time, Fridays, 7:45 a.m. to 3:30 p.m. -...


  • Lebanon, United States Dartmouth-Hitchcock Concord Full time

    Overview The Dartmouth Hitchcock Talent Acquisition & Career Development team is seeking a highly organized, service-oriented Sr. Administrative Assistant. In this role you will support the leaders of both the Talent Acquisition and Career Development departments. This is a full-time 40-hour/week hybrid position located at our Lebanon, NH campus. The onsite...


  • West Chicago, United States Flowserve Corporation Full time

    The Order Administrator is primarily responsible for order processing and time keeping for the assigned pump repair facility or facilities. Order Processing includes order entry, invoicing, cost entry. This is a dynamic position requiring a high leve Administrative Assistant, Operations, Administrative, Processing, Microsoft, Assistant, Manufacturing


  • West Babylon, United States Kimball Midwest Full time

    **Administrative Associate (Choice Distribution Inc., **_an affiliate of Kimball Midwest_** - W. Babylon, NY)** Choice Distribution is searching for an Administrative Associate for its W. Babylon, NY location. Choice Distribution is a 30-year-old family-owned business committed to serving the Maintenance Industry by providing over 23,000 consumable MRO...


  • West Hollywood, United States Land Of The Free, LP Full time

    Personal assistant for administrative support to CEO Nazar and wife. An assistant is dedicated to support the Chief Executive Officer. Your responsibilities may encompass managing the CEO's schedule, arranging meetings, drafting correspondence, conducting research, and assisting with various administrative duties related to the CEO's role and Managers when...


  • West Palm Beach, United States LDC Painting Full time

    Job DescriptionJob DescriptionWe are seeking an Assistant Administrative to join our team! You will perform clerical and administrative functions in order to drive company success.Responsibilities:Draft correspondences and other formal documentsPlan and schedule appointments and eventsGreet and assist onsite guestsAnswer inbound telephone callsDevelop and...