Office Administrator

Brunner Wealth Management; Decatur (IL); On-site; USD 45,000 - 55,000; Full time

Job summary

Brunner Wealth Management is seeking an Office Administrator to oversee day-to-day administrative and operational functions of our wealth management office. This in-office role supports financial advisors, coordinates scheduling, events, compliance, and multiple projects in a fast-paced environment.

Ideal candidate is highly organized, detail-oriented, proactive, and capable of handling multiple priorities while maintaining professionalism and discretion.

Qualifications

• Bachelor's degree or equivalent professional experience in a related field.
• 3-5 years of experience in project coordination, operations support, or financial services environments.
• Experience supporting financial advisors or high-net-worth clients is a plus.
• Familiarity with CRM platforms like Salesforce or Redtail.

Responsibilities

• Oversee daily office operations, supplies, technology coordination, and vendor relationships.
• Provide high-level administrative support to advisors and senior team members.
• Manage calendars, appointments, meetings, and scheduling logistics.
• Coordinate continuing education schedules, registrations, and related documentation.
• Assist with preparing reports, presentations, meeting materials, and other advisor deliverables.
• Help manage priorities, follow-up items, and ongoing projects for advisors.
• Assist with document preparation, data entry, client paperwork, and requests.
• Support practice management activities and operational initiatives.
• Maintain organized compliance records and documentation.
• Support audit preparation and regulatory requirements.
• Coordinate client events, sponsorships, and team activities from planning through execution.
• Track timelines, deliverables, and communication across stakeholders.
• Assist with implementing systems and workflows that improve efficiency and support practice growth.

Skills

Attention to detail

Communication skills

Discretion

Multitasking

Team player

Compliance knowledge

Education

Bachelor's degree in Business, Finance, Communications, Hospitality, or related field

Tools

Salesforce

Redtail

Job description

Employment Type

Full-Time

Compensation

$50,000+ annually

Final compensation will be based on experience, qualifications, skills, and other job-related factors.

About Brunner Wealth Management

Brunner Wealth Management is a growing wealth management practice dedicated to helping clients achieve financial freedom and build multi-generational wealth through personalized financial planning and investment guidance. Our team is guided by our core values of integrity, honesty, excellence, discipline, transparency, servant leadership, and results.

Position Overview

The Office Administrator oversees the day-to-day administrative and operational functions of our wealth management office. This role serves as a key support partner to financial advisors and team members by coordinating office operations, executive-level administrative support, events, compliance administration, scheduling, and special projects. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced environment. This is a fully in-office position that offers the opportunity to play a meaningful role in the efficiency, organization, and success of the practice.

Key Responsibilities

Office Operations & Administration

• Oversee daily office operations, including office supplies, equipment, technology coordination, and vendor relationships.
• Maintain an organized, efficient, and professional office environment.
• Coordinate incoming and outgoing correspondence and office communications.
• Assist with maintaining organized records, documentation, and office systems.
• Provide high-level administrative support to advisors and senior team members.
• Manage calendars, appointments, meetings, and scheduling logistics.
• Coordinate continuing education schedules, registrations, and related documentation.
• Assist with preparing reports, presentations, meeting materials, and other advisor deliverables.
• Help manage priorities, follow-up items, and ongoing projects on behalf of advisors.

Administrative & Team Support

• Assist with document preparation, data entry, client paperwork, and requests.
• Support practice management activities and operational initiatives.
• Provide collaborative support to teammates and assist wherever needed to ensure smooth office operations.
• Support internal initiatives and special projects as needed.

Compliance & Documentation

• Maintain organized compliance records and documentation.
• Support audit preparation and regulatory requirements.
• Help ensure adherence to firm policies, procedures, and compliance standards.

Events, Sponsorships & Client Engagement

• Coordinate client events, sponsorships, and team activities from planning through execution.
• Manage the practice's gifting initiatives, including milestone gifts and annual holiday programs.
• Handle event logistics, vendor relationships, invitations, communications, and follow-up.

Project Management

• Support and coordinate internal projects and process improvements.
• Track timelines, deliverables, and communication across stakeholders.
• Assist with implementing systems and workflows that improve efficiency and support practice growth.

What We're Looking For

• Exceptional attention to detail
• Strong communication, organizational, and administrative skills
• Professionalism and discretion
• Accountability and follow-through
• Ability to manage multiple priorities effectively
• Strong organizational and project management abilities
• Ability to anticipate needs and proactively support advisors and team members
• A collaborative, team-first mindset with a willingness to support teammates when needed
• Commitment to compliance, accuracy, and operational excellence
• Technology proficiency and adaptability
• Willingness to learn and grow

Education & Experience

Preferred Education

Bachelor's degree in Business, Finance, Communications, Hospitality, or a related field, or equivalent professional experience. Candidates with a proven track record of professionalism, client service, and operational excellence are strongly encouraged to apply.

Experience

3-5 years of experience in one or more of the following:

• Project coordination or operations support
• Event planning and coordination
• Financial services support
• Professional services environments such as finance, legal, healthcare, or consulting

Additional Qualifications

Preferred but not required:

• Experience supporting financial advisors or high-net-worth clients
• Familiarity with Salesforce, Redtail, or similar CRM platforms
• Knowledge of compliance processes within financial services
• Experience independently managing projects, events, or client engagement initiatives

Physical Requirements

• Prolonged periods of sitting and computer work
• Ability to work on-site during business hours

Equal Opportunity Employer

Brunner Wealth Management is committed to creating an inclusive workplace and is proud to be an equal opportunity employer. We welcome applicants of all backgrounds and experiences.