Client Experience & Office Operations Manager

Canandaigua National Bank; Sarasota (FL); On-site; USD 34,000 - 41,000; Full time

Job summary

Canandaigua National Trust Company Florida (CNTF) in Sarasota seeks an experienced Office Manager to support a team of Wealth Advisors, Trust Officers, and Financial Planning professionals. The role ensures excellent client experiences, efficient workflows, and governance coordination, including board meeting logistics and reporting, while maintaining confidentiality and high service standards.

Candidates should have a bachelor’s degree, five years in related roles, and wealth-management

Qualifications

• Bachelor’s degree in a related field or equivalent combination of education and work experience.
• Minimum of five (5) years of experience in related positions normally required.
• Experience supporting professionals in wealth management, trust, banking, financial planning, or related fields preferred.

Responsibilities

• Provide comprehensive administrative, operational, client service, and governance support to a team of Wealth Advisors, Trust Officers, and Financial Planning professionals.
• Coordinate client meetings, prepare conference rooms, and manage meeting logistics.
• Assist with onboarding new clients and maintaining client records.
• Support client communications, including appointment confirmations, follow-up correspondence, and document requests.
• Coordinate client events, educational seminars, and appreciation activities.
• Coordinate approximately 10 annual Board and committee meetings, including scheduling, logistics, venue arrangements, technology support, and meeting preparation.
• Maintain board meeting calendars, attendance records, governance documentation, and meeting archives.
• Generate and distribute client reports and meeting packages.

Skills

Client service

Relationship management

Team coordination

Office administration

Communication

Education

Bachelor's degree

Tools

CRM systems

Document management

Trust accounting software

Job description

Canandaigua National Trust Company Florida (CNTF) in Sarasota seeks an experienced Office Manager to support a team of Wealth Advisors, Trust Officers, and Financial Planning professionals. The role ensures excellent client experiences, efficient workflows, and governance coordination, including board meeting logistics and reporting, while maintaining confidentiality and high service standards.

Candidates should have a bachelor’s degree, five years in related roles, and wealth-management