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About the Role
Join Ledyard Financial Advisors and play an important role in creating an exceptional experience for our Wealth Management clients. You’ll partner with Financial Advisors, coordinate client needs and account activities, prepare for meetings, manage follow-up, and build relationships rooted in trust, responsiveness, and care.
Responsibilities
- Partner with Financial Advisors
- Coordinate client needs and account activities
- Prepare for meetings
- Manage follow-up
- Build relationships rooted in trust, responsiveness, and care
Requirements
- 5+ years of administrative support experience
- 4+ years as a Client Associate
- Experience in financial services, trusts, retirement plans, or paralegal work
- Strong communication skills
- Strong organization skills
- Strong attention to detail
- Passion for exceptional client service
Skills
- Communication
- Organization
- Attention to detail
- Client service
Location
- NHJobs
Work Type
- Full-time
Experience Level
- 5+ years administrative support
- 4+ years Client Associate
Education Level
- Cannon Trust Training or CFP experience preferred
About the Company
- Ledyard Financial Advisors is a wealth management firm.