Wealth Management Coordinator
: Job Details :

Job DetailsLevel ExperiencedJob Location 12th Broadway - Quincy, ILPosition Type Full TimeEducation Level 2 Year Degree Salary Range $21.00 - $25.00 HourlyTravel Percentage NoneJob Shift Mon - Fri DaysJob Category BankingJob Summary & Key Accountabilities

First Bankers Trust Company is offering a fast-paced job opportunity for interested candidates! Apply today to secure a fulfilling career along with these additional perks:

• Comprehensive, value-added career opportunities
• Focus on career development, broad exposures, and learning new things daily
• Opportunities to help others and make a difference in the community
• Opportunities to participate in special interest groups, such as Young Professionals, or one of our Employee Resource Groups
• Competitive full benefits package including medical insurance, HSA with investment options, dental & vision insurance, life insurance, 401K with match, and profit sharing
• Vacation and PTO time reflective of your experience
• Volunteering time off of 12 hours per year
• Access to a library over 6,000 personal and professional development on-line courses, hosted by Udemy Business
• Participation in our company-wide employee wellness incentive program, and the ability to earn a discount on your next year's premiums

OPPORTUNITY: We are seeking a highly organized and motivated Wealth Management Coordinator to join our team and contribute to the efficient operation of our office. The ideal candidate will be a proactive multitasker with excellent communication skills, attention to detail, and the ability to maintain a positive and professional demeanor in a fast-paced environment. As a Wealth Management Coordinator, you will play a critical role in supporting daily operations and ensuring the smooth functioning of our office.

Coordinator Operations:

• Support the day-to-day operations of the wealth management office, ensuring all processes are streamlined, efficient, and compliant with industry regulations. This includes but is not limited to serving as a liaison between customers and Advisors, managing files and documentation, conducting research, and managing the general office space.
• Assist the office's administrative functions, including scheduling appointments, handling incoming and outgoing correspondence, and maintaining office supplies and equipment.
• Assist in managing financial advisor's calendars, ensuring timely scheduling and avoiding conflicts by coordinating appointments and meetings.
• Maintain operational policies, procedures, and protocols to enhance productivity and maintain a high standard of service.
• Contribute to ensuring the office operates in full compliance with relevant laws and regulations.
• Manage incoming calls, redirecting them appropriately, and taking messages when necessary. Respond to emails and inquiries promptly and professionally.
• Contribute to effective communication within the office.
• Assist with preparing and formatting documents, reports, presentations, and correspondence. Draft, edit, and proofread internal and external communications needs are met efficiently and effectively as needed.
• Input and maintain accurate data in various systems, databases, and spreadsheets.
• Support marketing plan, execution, and monitoring of marketing campaigns to maximize reach and engagement through digital platforms, social media, newsletters, and presentations.
• Assist in monitoring of branding and messaging consistent across all marketing materials and platforms.
• Handle special project and tasks in support of the office, department, and Advisor's.

Client Relationship Management:

• Foster strong relationships with clients by providing excellent customer service and addressing their inquiries, concerns, and needs promptly and professionally.
• Collaborate with Wealth Manager and Advisors to coordinate client meetings, gather necessary documentation, and facilitate smooth client interactions.
• Support front line contact with clients and work associated with client demands that fall under the job scope of the position.
• Provide high level of customer service to clients, suppliers, and other external parties.

Financial Reporting and Documentation:

• Assist Wealth Manager and Advisor's with preparing financial reports, presentations, and correspondence in preparation for client meetings.

• Maintain accurate and up-to-date client records, staff commission records, financial documents, and reports.
• Ensure compliance with industry regulations and data privacy standards when handling sensitive financial information.

Marketing & Advertising:

• Manage content for various marketing channels, including digital platforms, social media, newsletters, and presentations.
• Plan, execute, and monitor marketing campaigns to maximize reach and engagement.
• Ensure consistent branding and messaging across all marketing materials and platforms.
• Explore innovative ways to promote the firm's services and expertise, enhancing its market presence.
• Manage the firm's website and social media profiles, keeping them up-to-date with relevant content and engaging visuals.
• Coordinate and participate in industry events, seminars, and workshops to increase visibility and build relationships with potential clients.

Key Competency Requirements

• Associates degree desired; additional education or certification in office administration is a plus.
• 3-5 years of related experience as an administrative assistant or in a similar role.
• Proficiency in using office software such as Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent communication skills, both written and verbal.
• Strong organizational and multitasking abilities.
• Attention to detail and accuracy in all tasks.
• Ability to handle sensitive and confidential information with discretion.
• Positive and professional attitude, with exceptional interpersonal skills.
• Problem-solving skills and the ability to adapt to changing priorities.
• Familiarity with basic office equipment and technology.

Our values reflect our culture: Everyone is Valued, Do The Right Thing, Friendly Family, & Fun, Dream Big/Act Small, Accountability, Innovation

When you choose to become a part of the team at First Bankers, you are getting more than a job. What comes along with the daily work is making a difference in other people's lives, working closely with teammates who are people you enjoy, contributing to a bigger picture, balancing work and home commitments, and developing yourself and your career. If that sounds like a good deal to you, apply for a position today.

Work Environment

This position typically works in a professional office setting. The position requires the ability to sit for extended periods, use computer equipment, and communicate effectively with colleagues and clients.

First Bankers Trust Company is an equal opportunity employer and supports diversity in the workplace. Qualified applications will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Our HR team will reach out to the applicants who meet the qualifications and are most closely aligned with the requirements of the position.