First Bankers Trust Company, NA · 2 weeks ago
Wealth Management Office Manager
Macomb Main - Macomb, IL 61455
Full-time
Onsite
Mid Level
$21.30/hr - $26/hrFirst Bankers Trust Company is seeking a highly organized and motivated Wealth Management Office Manager to contribute to the efficient operation of our office. The role 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.
Banking
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
Qualification
Required
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
Preferred
Associate degree preferred; additional education or certification in office administration is a plus
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
Company
First Bankers Trust Company, NA
First Bankers Trust Company, NA is a community bank offering a complete line of banking products and services for personal and business use.
Founded in 1946
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Seth Runkle
Chief Financial Officer
James Whitaker
Chief Credit Officer
Recent News
Business Journals
2023-04-13
Company data provided by crunchbase