Wealth Management Office Manager
**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.
- 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.
- 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.
- Dependability
- Microsoft Office Skills (intermediate+ skill level preferred)