Wealth Administrator, Concord, NH or Peterborough NH

Bar Harbor Wealth Management is seeking a positive, detail-oriented Wealth Administrator to join our team. The position’s home office will be Peterborough, NH or Concord, NH. This position is responsible for supporting and interacting with clients and the Wealth Services team to provide excellent customer service. Responsibilities include providing administrative support, responding to client inquiries, setting up new accounts, completing monthly account reviews, processing distributions and bill payments, and handling confidential information.  The level of this position is dependent upon experience.  Candidates with a strong background as a Wealth Administrator may be considered as a Senior Wealth Administrator.

PRIMARY RESPONSABILITIES:

•  Supports Wealth Managers in the management/administration of their book of business.
     ●    Provides excellent customer service to clients
     ●    Responds to customer inquiries via phone, email and regular mail
     ●    Onboarding new client account records via Docusign
     ●    Completes Monthly Account Reviews
     ●    Processes Distributions for qualified and non-qualified accounts
     ●    Processes Trust Distributions and bill payments
     ●    Provides back-up as needed for other wealth administrators
     â—    Completes projects as assigned
     ●    Participates in Department Meetings

 
Knowledge, Ability, and Skills Required:

• A College Degree (Associates or Bachelors) preferred.


• Three to five years of wealth services experience; or three to five years of paralegal, accounting and/or financial experience.


• Experience in trust administration/operations, paralegal, estate planning, private banking or retirement planning is helpful.


• The ability to work with and apply mathematical concepts such as fractions, percentages, ratios, and proportions to practical situations.


• Working knowledge of windows-based software programs.


• Good organizational and time management skills.


• Excellent written and oral communication skills.


• Accuracy and attention to detail is essential.