Wealth Management Office Lead - Client Experience & Ops

Hoosier Heartland State Bank; Crawfordsville (IN); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Employee Assistance Program

Life Insurance

ESOP

Paid Time Off

Paid Training

Job summary

Hoosier Heartland State Bank is seeking a Wealth Management Office Manager to oversee daily administrative, operational, and client service functions of the financial services office. The role ensures efficient operations, coordinates client communications and scheduling, and maintains CRM and client records to support advisor workflows and regulatory compliance.

The position requires a Bachelor’s degree in finance or related field (or 2+ years at a financial institution) and strong

Qualifications

• Bachelor's degree in finance or related field preferred or minimum of 2+ years at a financial institution.
• Customer Service experience required.
• Strong interpersonal skills.
• Strong time management and organizational skills.
• Shows good work ethic and desire to help clients.

Responsibilities

• Serve as the primary administrative and client service contact for the office, providing professional support to clients, prospects, and advisors.
• Coordinate client communications, appointment scheduling, meeting confirmations, and follow-up activities to ensure an exceptional client experience.
• Prepare client onboarding materials, account paperwork, service requests, and documentation related to account maintenance and updates.
• Maintain accurate client records, workflows, tasks, and reporting within the firm’s CRM and document management systems.
• Prepare meeting materials, agendas, reports, and supporting documents for client reviews, planning discussions, and advisor meetings.
• Manage day-to-day office operations, including phone calls, email correspondence, mail processing, filing systems, and office organization.
• Track and monitor client service requests, account transfers, new business submissions, and operational tasks to ensure timely completion.
• Support marketing and business development efforts through social media management, client communications, event coordination, and approved marketing initiatives.
• Assist with compliance and regulatory requirements by maintaining records, organizing documentation, supporting audits, and following firm policies and procedures.
• Collaborate with advisors and operations staff to improve workflow efficiency, strengthen client relationships, and support the overall growth and success of the practice.

Skills

Customer Service

Interpersonal skills

Time management

Organizational skills

Education

Bachelor's degree in finance or related field

High school diploma

Job description

Hoosier Heartland State Bank is seeking a Wealth Management Office Manager to oversee daily administrative, operational, and client service functions of the financial services office. The role ensures efficient operations, coordinates client communications and scheduling, and maintains CRM and client records to support advisor workflows and regulatory compliance.

The position requires a Bachelor’s degree in finance or related field (or 2+ years at a financial institution) and strong