Spinnaker is looking to add a Senior Relationship Administrator to its growing team. The successful candidate will be an integral part of the client service team working closely with Client Advisors, Portfolio Managers and our fiduciary team on all aspects of client relationships. Responsibilities include, but are not limited to, opening and closing accounts, preparing necessary paperwork, conducting account reviews, fielding client questions and handling account transactions. This position comes with considerable opportunity to grow at the firm. The ideal candidate will have at least 5 years of experience in the wealth management industry and strong technical skills. We have a very competitive benefits package and have been named one of the Best Places to Work in Maine for 7 years in a row.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Ability to Commute:
- Portland, ME 04101 (Required)
Ability to Relocate:
- Portland, ME 04101: Relocate before starting work (Required)
Work Location: Hybrid remote in Portland, ME 04101
