Client Administrator

Our banking client is seeking a detail-oriented Client Administrator I to support members of the wealth management team. This excellent full-time role can be based in New London, Concord, or Hanover, NH!

Responsibilities of the Client Administrator

• Prepare correspondence, spreadsheets, and reports
• Ensure communications are accurate and well-written
• Maintain files and transaction history
• Answer phones and direct callers
• Schedule appointments
• Distribute mail
• Prepare for and attend client meetings as required
• Maintain positive relationships with internal and external parties
• Exercise tact, confidentiality, and initiative
• Perform additional support tasks as assigned

Qualifications of the Client Administrator

• High school diploma or equivalent
• 2-4 years of administrative support experience in a professional setting
• Experience working in financial services, trusts, retirement plans, or as a paralegal preferred
• Strong written and verbal communication and customer service skills
• Intermediate level of MS Office proficiency
• Ability to maintain confidentiality
• Excellent attention to detail
• Strong problem-solving and organizational skills

Please share your resume in confidence for this Client Administrator opportunity. We look forward to connecting with you!

Veterans and military spouses are encouraged to apply.

About Leddy Group

We are a privately owned, regional staffing company serving northern New England since 1994. We are real people helping real people find meaningful employment through our specialties: Accounting & Finance, Administrative & Customer Service, Engineering, HR, Industrial and Skilled Manufacturing.