Wealth Advisor Administrator
Berkshire Bank
- Boston, Massachusetts, United States
- Boston, Massachusetts, United States
About
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 executive's 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.
* 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.
* Laisse with outside marketing team to edit marketing materials and blogs.
* Responsible for preparing and submitting teams' expense reports.
* Responsible for adhering to Clarendon Privates 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.
Job Specifications (Skills, Knowledge and Abilities Required)
* Bachelor's Degree preferred
* 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
Behavioral Skills
Consistently demonstrate behaviors associated with Beacon
Languages
- English
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