Exciting Opportunity: Administrative Assistant at TSWM Advisory Group

Position: Administrative Assistant

Location: Lebanon / Portsmouth, New Hampshire

Firm: TSWM Advisory Group

Are you ready to join a leading financial firm that's redefining the future of wealth management?

At TSWM, we're more than just a top 30 financial firm—we're a team dedicated to empowering clients to achieve their most ambitious financial dreams. Affiliated with one of the largest broker-dealers in the country, we combine the strength of a national network with the personalized service of a boutique firm. Now, we're looking for a motivated Administrative Assistant to join our growing team, contribute to our mission, and help shape the future of our firm.

Why You'll Love Working Here

At TSWM, we believe in investing in our people. When you join us, you'll benefit from:

• Work-Life Balance: Flexible scheduling options to support your professional and personal priorities.
• Career Growth: Opportunities to advance within the firm and build a rewarding career in wealth management.
• Professional Development: Access to workshops, training sessions, and mentorship programs designed to help you excel.
• Collaborative Culture: A supportive and inclusive work environment where your ideas are valued and your contributions are celebrated.
• Cutting-Edge Tools: The chance to work with innovative technology, including AI-powered systems that enhance efficiency and simplify workflows.

What You'll Do

As an Administrative Assistant, you'll play a critical role in supporting our advisors and delivering exceptional client experiences. Your day-to-day responsibilities will include:

• Account Management: Opening and maintaining new accounts with our broker-dealer.
• Client Support: Providing personalized service to ensure smooth account management and support.
• Scheduling: Coordinating appointments and keeping calendars on track for advisors and clients.
• Office Administration: Overseeing operations to ensure the office runs like a well-oiled machine.
• Marketing Initiatives: Leading social media efforts, creating engaging content, and reaching out to prospective clients.
• Event Planning: Organizing memorable client events, from brainstorming ideas to executing every detail.
• Efficiency Boosting: Leveraging AI tools to streamline workflows and develop smarter ways of working.
• Collaboration: Partnering with a passionate team to solve challenges, enhance client satisfaction, and improve internal processes.

What You'll Bring

We're looking for someone who is:

• Proactive and Growth-Oriented: You're a natural problem-solver with a hunger for learning and development.
• A Strong Communicator: Exceptional written and verbal communication skills are a must.
• Organized and Detail-Oriented: You thrive in fast-paced environments and excel at managing multiple priorities.
• A Team Player: You can work independently while contributing to a collaborative team.
• Experienced (Preferred): Financial services experience is a plus but not required.
• Tech-Savvy: Familiarity with AI tools and workflow optimization is a big advantage.

What We Offer

At TSWM, we value our employees and provide a comprehensive benefits package, including:

• Competitive Salary: Tailored to your skills and experience.
• Health and Wellness: Comprehensive health coverage and wellness initiatives to keep you at your best.
• Retirement Contributions: Helping you secure your financial future.
• Recognition and Growth: A vibrant work environment where your contributions make a real impact.

Hear From Our Team

"Working at TSWM has been a gamechanger. I've grown professionally while feeling valued every step of the way." — Simon Cote, Head of Retirement Plan Services

How to Apply

Don't just look for a job—find your career. If you're excited to join a dynamic team that's making waves in the financial industry, we'd love to hear from you!

Submit your resume and a cover letter detailing why you're the perfect fit for this role to Chris Johnson at

chris.johnson@tswmadvisorygroup.com. Applications are due by August 15, 2026.

Let's shape the future of wealth management together!

Pay: $25.00 - $30.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Professional development assistance
• Vision insurance

Work Location: In person