Administrative Assistant — Wealth Management

Job overview

The Administrative Assistant — Wealth Management role is onsite in Concord, NH, with a Monday–Friday schedule from 8:00 a.m. to 5:00 p.m. Pay is $22.61–$26.60 per hour, negotiable based on experience. The role supports NHTrust's Wealth Management team and its client-facing work. The role exists to keep client and team workflows organized and accurate, helping advisors and colleagues deliver a smooth client experience. It coordinates appointments, meeting materials, records, onboarding documentation, events, and office needs while handling confidential information with discretion.

What you'll do

• Coordinate calendars, supplies, mail, meetings, client appointments, electronic files, and administrative needs
• prepare and quality-check presentation packets, reports, agendas, seminar materials, and correspondence
• coordinate meeting rooms, business lunches, seminar logistics, and follow-up
• maintain client records, CRM information, and document repositories
• support onboarding documentation
• assist with client events and special projects
• use Microsoft Office, CRM, and document management systems.

What we're looking for

Skills & competencies

administrative assistant

wealth management

concord nh

nhtrust

full-time

monday–friday

8:00 a.m.–5:00 p.m.

$22.61–$26.60/hour

client service

calendar coordination

crm

microsoft office

meeting and event support

confidential records

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• 401(k) with company match
• paid time off
• paid parental leave
• tuition reimbursement
• professional development opportunities.

Why this role

Monday–Friday, 8:00 a.m.–5:00 p.m.; pay range is negotiable based on experience. Benefits include medical, dental, and vision coverage, 401(k) match, paid time off, paid parental leave, tuition reimbursement, and professional development.

About the employer

NHTrust is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.