Senior Financial  Administrative Associate

Job Description

This position is full-time during traditional business hours in our Biddeford, ME

office. (Will consider a hybrid schedule for candidates in Southern NH and Northern MA)

This position is a key role in the office that requires strong organizational

skills, the ability to shift gears frequently, and to stay focused on high-priority tasks and

deadlines. You will work closely with key client relationships as well as support the

Wealth Managers as they guide clients through our Wealth Management Process.

Mastery will be needed in the development, maintenance, and improvement of

office workflows.

Job Purpose

The main purpose of the Administrative Associate is to ensure the smooth

operation of a fast-paced and high-touch wealth managemen...