Administrative Assistant

About the Opportunity A small, established financial planning firm in Manchester, NH is looking to add an Administrative Assistant to its growing team. This is a newly created position offering the opportunity to work closely with the firm's owner and financial advisor while supporting daily office operations and financial administration. This role is ideal for someone with an administrative background who is comfortable working with technology, enjoys learning new systems, and has an interest in financial services. Previous financial industry experience is beneficial but not required, as training will be provided on the firm's software and processes.

Key Responsibilities

• Provide day-to-day administrative and operational support to the financial advisor.
• Assist with executing and processing investment trades.
• Utilize financial software to manage client information, process transactions, and maintain accurate records.
• Generate, compile, and review financial reports.
• Support general office administration, including document preparation, filing, data entry, and correspondence.
• Assist with maintaining accurate client records and financial documentation.
• Learn and utilize LTL ClientWorks and other financial technology platforms.
• Handle confidential client and financial information with discretion and professionalism.

Qualifications

• Previous administrative experience, ideally within a financial services environment or small office setting preferred.
• Strong computer skills and proficiency with Microsoft Office.
• Ability to learn new software platforms and technology quickly.
• Strong attention to detail, organization, and follow-through.
• Comfortable working independently in a small, close-knit office environment.
• Professional communication and interpersonal skills.
• Interest in financial planning, investments, and wealth management.

Additional Qualifications:

• Previous experience in wealth management, financial planning, banking, or investment administration is a plus.
• Securities licenses (Series 6, 7, or 63) are a plus but not required.