Wealth Management Office Manager

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

Employee Stock Ownership Plan (ESOP)

Paid Time Off

Paid Training

Job summary

Hoosier Heartland State Bank in Indiana is seeking a Wealth Management Office Manager to oversee the day-to-day admin, operations, and client service for the financial services office. You will coordinate client communications, maintain CRM and client records, support advisor workflows, manage marketing events, and assist with compliance to ensure a seamless client experience.

This role requires a bachelor’s degree in finance or related field (or 2+ years in finance) and customer service

Qualifications

• Bachelor's degree in finance or related field preferred or minimum 2+ years of experience at a financial institution.

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.

Skills

Customer service

Interpersonal skills

Time management

Organizational skills

Education

Bachelor's degree in finance or related field

Job description

• Base Pay $45,000.00 - $60,000.00 / Year
• Employee Type Non-Exempt
• Required Degree High school
• Manage Others No

Description

**Applicants will be communicated primarily via email and at times via phone calls throughout the hiring process. Please respond promptly within the deadlines provided.**

As an employee-owned bank, we offer a unique work culture - all decisions are made by people who live and work in our communities. They make sure we treat our team members and valued customers as if they were family.

Still, we're always looking to get even better. And we're always on the lookout for energetic, innovative, customer-focused team members who can help take us to the next level.

You can find out more about us on our History & Mission page. Also, you can get an inside look at our biggest annual event, our Shared Values Dinner where we gave $48,000 back to our community in one evening this past March. Check out the videos from our 8th Annual HHSB Shared Values Dinner below. Check out more about us on our YouTube Channel and other social media pages.

Hoosier Heartland State Bank 31 subscribers

The **Wealth Management Office Manager** oversees the day-to-day administrative, operational, and client service functions of the financial services office. This position ensures efficient office operations, coordinates client communications and scheduling, maintains CRM and client records, supports advisor workflows, manages marketing and event activities, and assists with compliance and document administration. The role is critical to delivering a seamless client experience, maintaining operational excellence, and supporting the growth and effectiveness of the financial advisory practice.

• 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.

Schedule:

This is a coverage based position meaning that the hours of operations need to be fulfilled with appropriate coverage as assigned by the manager. Unpaid time off is typically not allowed per policy, therefore, accrued time off must be used when taking time off. Dependability within the range of the shifts below is crucial for success in this position. Additionally, this is not a remote or hybrid based position and typically works out of the Operations Center. However, there are times this position will be required to travel to HHSB locations or other locations to assist the advisor with training or other related client meetings.

This position's primary hours range from 8:00am - 5:00pm, Monday - Friday.

Requirements

• Bachelor's degree in finance or related field of study, preferred or minimum of 2+ years of experience 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.

Summary

Additional Benefits Include:

• 401(k) matching
• Health Insurance (Employer Contribution is 90% of Employee Only coverage)
• Dental Insurance (Employer Contribution 50%)
• Vision Insurance (Employer Contribution 50%)
• Disability Insurance
• Employee Assistance Program
• Life Insurance
• Employee Stock Ownership Plan (ESOP)
• Paid Time Off
• Paid Training

Hoosier Heartland State Bank is an affirmative action and equal opportunity employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at [e-mail]