Wealth Administrator

The Wealth Administrator supports Mascoma Wealth Management by delivering high-quality administrative, operational, and client service support across all aspects of the client relationship lifecycle. This role manages client inquiries, oversees servicing workflows, prepares documentation for account activity, maintains accurate records, and assists Wealth Advisors with meeting preparation and follow-up. The position also contributes to departmental initiatives, provides general office and operational support, and upholds organizational policies while ensuring a positive and professional experience for clients and colleagues alike.

Mascoma Wealth Management is seeking a detail-oriented, service-driven Wealth Administrator to join our team. In this essential role, you will provide administrative and operational support that enables our Wealth Advisors to deliver exceptional client experiences. From answering client inquiries to preparing meeting materials and managing account documentation, you will serve as a key partner in ensuring that client needs are met promptly, accurately, and with the highest level of professionalism. Your work will directly contribute to maintaining strong relationships with our clients and supporting the smooth operation of the department.

The ideal candidate is highly organized, proactive, and comfortable balancing multiple priorities in a fast-paced environment. You will handle a variety of responsibilities including processing service requests, supporting account maintenance, coordinating documentation and signatures, updating records, and collaborating with advisors on pipelines and workflow management. You may also assist with financial planning data entry, department initiatives, and general office support needs. Success in this role requires strong communication skills, sound judgment, and the ability to adapt effectively as priorities shift throughout the day.

What You'll Need

We are looking for someone who excels in customer experience and thrives in a collaborative team culture. Candidates should bring prior experience in customer service, financial or investment services, a solid working knowledge of Microsoft Office and Outlook, and a proven ability to provide thoughtful, responsive client service. Our Wealth Administrator must demonstrate professionalism, discretion, and integrity while aligning with Mascoma's commitment to continuous improvement, accountability, and trust. If you enjoy relationship-focused work and are motivated to support a mission-driven wealth management team, we encourage you to apply.

Qualifications

• Education: College Degree or equivalent work experience.
• Experience: Knowledge of financial/investment services
• Position requires working knowledge of Microsoft Office products and Outlook
• Excellent people and communication skills with past experience in a client service role.
• Good interpersonal communication
• Able to maintain confidentiality and privacy
• Professional appearance; grooming and dress consistent with Mascoma Bank appearance policy

Physical Demands/Working Conditions

• May require some driving to meet clients, bank activities and meetings.
• Varied work with a normal expenditure of energy and little or no unusual physical effort?
• May involve incidental business machine operations
• Work involves intermittent periods of stationary positioning and traversing
• Working conditions include well-lit and well-ventilated areas

Core Competencies

• Customer Experience - Building strong relationships and delivering customer-centric solutions.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives; understanding how interactions with colleagues ultimately impact the customer.
• Interpersonal Skills - Relating openly and comfortably with diverse groups of people.
• Situational Adaptability - Adapting one's approach and demeanor in real time to match the shifting demands of varying situations.
• Communicates Effectively - Communicating clearly and in a way that supports the needs of different audiences.
• Improves Continuously - Demonstrates an ability to adapt and commit to new ways of doing things with a continuous improvement mindset.
• Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organizational goals.
• Ensures Accountability - Holding self and others accountable to meet commitments
• Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity.
• Demonstrates Self-Awareness - Using feedback and reflection to gain insight into personal strengths and weaknesses.

Why Mascoma Bank?

• Strong culture of belonging with a team that values creativity, new perspectives and innovation.
• Community first minded. We care about our employees and the communities we serve.
• Competitive compensation.
• Flexible work environment with onsite, remote and hybrid opportunities.
• Career development and internal career mentorship.
• Comprehensive health care, dental care, and vision.
• 401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service.
• Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off.
• Tuition Reimbursement.
• Student Loan Paydown and so much more!

Background and Credit Check

As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations.

Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, taking into account their relevance to the role and any regulatory requirements.

Our Commitment to Belonging!

The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves.

Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact careers@mascomabank.com.

Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V.