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The Client Administrator I within the wealth management team, Ledyard Financial Advisors 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. Qualifications: Highschool diploma or GED is required; 2-4 years administrative support experience required; experience working in financial services, trusts, retirement plans, or paralegal experience preferred. Location: Hanover, NH
Full Time
Banking
$80k-104k (estimate)
03/10/2024
07/20/2024
ledyardbank.com
LEBANON, NH
100 - 200
1991
DONNA STPETTER
$10M - $50M
Banking
The Upper Valley, Lake Sunapee and Concord regions' leading financial services organization helping individuals and businesses make clear, confident decisions about how to save, borrow and manage their finances with eight convenient community banking offices throughout the region. Ledyard National Bank is home to our premiere investment and trust division, Ledyard Financial Advisors, and our Private Banking division which delivers a higher level of personal and consultative service to professionals, their practices and their families. Ledyard gives you more than just bankers with knowledge, ex...pertise and local decision-making capabilities. Ledyard offers true partnerships. At Ledyard, we help you plan well so you can live well. Member FDIC. Equal Housing Lender.
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The following is the career advancement route for Client Administrator I positions, which can be used as a reference in future career path planning. As a Client Administrator I, it can be promoted into senior positions as an Account Manager V that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Administrator I. You can explore the career advancement for a Client Administrator I below and select your interested title to get hiring information.