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Wealth Advisor Administrator

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Berkshire Bank
πŸ“ Boston, United States
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Location Boston
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Posted May 09, 2026
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Commute Local Area
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Job Description

Department: Clarendon Private

Grade: 9

Salary Range: $52,000 - $90,500

Salary range updated 4/10/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Boston, MA - 131 Clarendon St

Principal Objective

Performs a variety of administrative, sales and marketing support activities related to the investment and wealth management business at Clarendon Private, a subsidiary of Beacon Financial Corporation.


Principal Duties and Responsibilities



+ Maintains executives schedule by planning meetings, conferences, teleconferences, and travel. Greeting clients and prospects at the Reception desk answer and direct inquires.

+ Provide backup to team members who are out of the office; monitor emails of teammates for incoming client requests.

+ P...

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πŸ“ Location Details

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City
Boston
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Country
United States
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Commute
Local Area

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