Wealth Advisor Administrator at Beacon Bank in Boston, MA

Summary: Beacon Bank is a financial institution seeking a Wealth Advisor Administrator to support their investment and wealth management business at Clarendon Private. The role involves administrative, sales, and marketing support activities, ensuring superior service and compliance with regulatory requirements. Responsibilities: - Maintains executive’s schedule by planning meetings, conferences, teleconferences, and travel - Greeting clients and prospects at the Reception desk answer and direct inquiries - Provide backup to team members who are out of the office; monitor emails of teammates for incoming client requests - Provide superior level of service and responsiveness to customer’s needs within scope of authority and expertise - Maintain client files in hard copy or online; set up initial files and update as necessary to keep in compliance for financial service audits, assist with outgoing correspondence - Prepare marketing pitch books for prospect and client meetings - Liaise with outside marketing team to edit marketing materials and blogs - Responsible for preparing and submitting teams’ expense reports - Responsible for adhering to Clarendon Private's policies and procedures and regulatory compliance requirements - Coordinate meeting and special event details as necessary - Prepares reports by collecting and analyzing information - Maintain customer confidence and protect operations by keeping information confidential - Maintain office supply inventory - Contribute to team effort by accomplishing related results as necessary Required Qualifications: - Proven organizational skills with ability to prioritize and strong attention to detail - General knowledge and interest in investment services - Highly comfortable with learning new technology platforms - Strong telephone skills; proficient in Microsoft Office skills (Word, Excel, Outlook) - Excellent verbal and written communications skills - Consistently demonstrate behaviors associated with Beacon Bank & Trust's Core Four values: adaptability, accountability, leadership, and teamwork Preferred Qualifications: - Bachelor's Degree preferred Required Skills: Investment services knowledge, Microsoft Word, Microsoft Excel, Microsoft Outlook, Telephone skills