Wealth Management Office Manager

FIRST BANKERS TRUST GROUP•Macomb, IL

1d•$21 - $26•Onsite

About The Position

First Bankers Trust Company is seeking a highly organized and motivated Wealth Management Office Manager to contribute to the efficient operation of our office. The Wealth Management Office Manager position focuses on administrative coordination, client service logistics, scheduling, and staff support to create a professional environment that enables advisors and leadership to focus on client relations and business growth. The ideal candidate will be a proactive multitasker with excellent communication skills, attention to detail, and the ability to maintain a positive and professional demeanor in a fast-paced environment. As a Wealth Management Office Manager, you will play a critical role in supporting daily operations and ensuring the smooth functioning of our office.

Requirements

Previous experience in an administrative or office management role.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
Strong written and verbal communication skills.
Excellent organizational skills and attention to detail.
Ability to manage confidential information with discretion.
Professional demeanor with strong interpersonal skills.
Adaptability and problem-solving capability in a fast-paced environment.

Nice To Haves

Associate degree preferred; additional education or certification in office administration is a plus.

Responsibilities

Manage day-to-day office operations to ensure efficient, streamlined workflows and a professional environment.
Serve as a liaison between clients and Advisors by coordinating logistics, documentation, and communication.
Maintain Advisors’ calendars, schedule appointments, and coordinate meetings to avoid conflicts.
Handle incoming calls, emails, and correspondence promptly and professionally.
Prepare, format, proofread, and maintain documents, reports, presentations, and correspondence.
Maintain accurate data in internal systems, databases, and spreadsheets.
Manage office supplies, equipment, and general administrative needs.
Uphold operational policies and procedures and support compliance with applicable regulations.
Assist with special projects and administrative tasks in support of Advisors and the department.
Engage in front-line contact with clients and execute work associated with client demands that fall under the job scope of the position.
Coordinate client meetings, gather required documentation, and support smooth client interactions.
Maintain accurate and up-to-date client records while safeguarding confidential information.
Deliver a consistently high level of service to clients, vendors, and external partners.
Prepare reports, presentations, and correspondence for client and internal meetings.
Maintain accurate and up-to-date client records, staff commission records, financial documents, and reports.
Ensure proper handling of sensitive information in accordance with privacy and regulatory standards.
Support departmental marketing initiatives to maximize reach and engagement in coordination with the Wealth Management Coordinator.
Assist with maintaining branding and messaging across all marketing materials and platforms.
Stay informed about the firm's website and social media content.
Coordinate and participate in industry events, seminars, and workshops.

Benefits

Medical, dental, and vision insurance
Employer-sponsored retirement plan with company match and profit sharing
Paid time off, paid holidays, and additional leave benefits
12 hours of volunteering time off per year to help make a difference in your community
Life and disability insurance
Employee wellness and assistance programs
Professional development and growth opportunities
Opportunity to participate in special interest groups, such as Young Professionals, or one of our Employee Resource Groups

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