Wealth Management Office & Operations Specialist

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

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.