Wealth Management Office Manager

First Bankers Trust Company is seeking a highly organized and motivated Wealth Management Office Manager to contribute to the efficient operation of our office.

Why Join Our Team?

We offer a competitive benefits package designed to support our employees’ health, financial security, and work-life balance, including:

• 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

Job Summary & Key Accountabilities:

 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. 

Office Operations:

• 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.

Client Service & Relationship Support:

• 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.

Reporting and Documentation:

• 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.

Marketing & Events Support:

• 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.

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

Our values reflect our culture:  Everyone is Valued, Do The Right Thing, Friendly Family, & Fun, Dream Big/Act Small, Accountability, Innovation

When you choose to become a part of the team at First Bankers, you are getting more than a job. What comes along with the daily work is making a difference in other people's lives, working closely with teammates who are people you enjoy, contributing to a bigger picture, balancing work and home commitments, and developing yourself and your career.  If that sounds like a good deal to you, apply for a position today.

Work Environment

This position typically works in a professional office setting. While performing the duties of this Job, the employee is regularly required to stand, move from one point to another, and use hands to manipulate, handle, or feel. The employee is frequently required to reach with hands and arms, speak, and hear. The employee will occasionally sit, stoop, lift, kneel, or crouch in the course of completing their job. The employee must occasionally lift and/or move up to 25 pounds. 

The salary range provided in this job posting represents what the company reasonably expects to pay for the position based on the minimum qualification requirements included at the time of posting. Actual compensation may vary based on factors including, but not limited to, individual experience, education, and skill level.

First Bankers Trust Company is an equal opportunity employer and supports diversity in the workplace. Qualified applications will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Our HR team will reach out to the applicants who meet the qualifications and are most closely aligned with the requirements of the position.

Salary : $21 - $26