Client Service Specialist / Administrative Assistant needed for full-time position in Portsmouth, NH offering 45-55K+ DOE. Our client is in the wealth management / financial services industry and growing. They offer 100% employer paid benefits, advancement opportunity and more. If you have prior industry experience and are looking for a company you can grow with, this might be the job for you.

Primary Duties:
  • Provide administrative support to Advisor
  • Manage calendar and scheduling
  • Meeting coordination and planning
  • Communications with clients
  • Process transactions, update files and maintain accurate records
Desired Qualifications:
  • 1+yr Industry Experience in Wealth Management, Investments, Financial Services or Similar
  • Strong communication, attention to detail and organizational skills
  • Computer skills in MS Office
Job Title
Client Service / Administrative Assistant
Job Type
Full-Time Regular
Location
Portsmouth NH
Date Posted
10/29/2024