Client-Focused Wealth Services Specialist
Peterborough, Hillsborough County, New Hampshire, 03458, USA
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Finance & Banking
Banking & Finance, Wealth Management, Financial Services
Job Description & How to Apply Below
Bar Harbor Wealth Management is seeking a positive, detail-oriented Wealth Administrator to join our team. The role’s home offices are Peterborough, NH or Concord, NH, and you will support and interact with clients and the Wealth Services team to deliver excellent service.
You will handle administrative tasks, respond to inquiries, set up new accounts via Docu Sign, complete monthly reviews, process distributions and bill payments, and manage confidential information.
We are looking to fill the Client-Focused Wealth Services Specialist position at Bar Harbor Bank & Trust in Peterborough, NH, United States.
We are currently recruiting a Client-Focused Wealth Services Specialist for our team in Peterborough, NH, United States.
This is a strong position to take on the Client-Focused Wealth Services Specialist role at Bar Harbor Bank & Trust.
As a Client-Focused Wealth Services Specialist, you will play an important part at Bar Harbor Bank & Trust in Peterborough, NH, United States.
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