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

Spinnaker Trust

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Senior Relationship Administrator