Job Description

Job Description

We are a prestigious investment firm in Southern New Hampshire seeking a high-quality, energetic individual to support our operations and client service team. This position reports directly to the Director of Operations and plays an important role in ensuring a smooth and professional client experience. This is an excellent opportunity for someone seeking part-time or “mother’s hours” in a professional, fast-paced environment.

Principal Responsibilities

• Manage calendars and schedule client meetings
• Support the Director of Operations and Financial Advisor team with meeting preparation and general administrative tasks
• Follow up on action items resulting from prospect and client meetings, including completing paperwork for investment and insurance products
• Facilitate client contribution and distribution requests
• Set up new client accounts and maintain accurat...