Job Details

Basic Description: 

• Full-time
• Workplace Location: On-Site
• On-Site Location: 2884 N. Monroe St, Decatur, IL 62526
• Compensation: $50,000+ annually
  • Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

About Brunner Wealth Management
Brunner Wealth Management is a growing wealth management practice dedicated to helping clients achieve financial freedom and build multi-generational wealth through personalized financial planning and investment guidance.

Our team is guided by our core values of integrity, honesty, excellence, discipline, transparency, servant leadership, and results.

Position Overview

The Office Administrator oversees the day-to-day administrative and operational functions of our wealth management office. This role serves as a key support partner to financial advisors and team members by coordinating office operations, executive-level administrative support, events, compliance administration, scheduling, and special projects.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced environment. This is a fully in-office position that offers the opportunity to play a meaningful role in the efficiency, organization, and success of the practice.

This is a fully in-office position that offers exposure to all aspects of a successful wealth management practice.

Key Responsibilities
Office Operations & Administration

• Oversee daily office operations, including office supplies, equipment, technology coordination, and vendor relationships. 
  
• Maintain an organized, efficient, and professional office environment. 
• Coordinate incoming and outgoing correspondence and office communications. 
• Assist with maintaining organized records, documentations, and office systems. 

Executive & Advisor Support

• 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 on behalf of advisors. 

Compliance & Documentation

• Maintain organized compliance records and documentation. 
• Support audit preparation and regulatory requirements. 
• Help ensure adherence to firm policies, procedures, and compliance standards. 

Events, Sponsorships, & Client Engagement

• Coordinate client events, sponsorships, and team activities from planning through execution. 
  
• Manage the practice's gifting initiatives, including milestone gifts and annual holiday programs. 
• Handle event logistics, vendor relationships, invitations, communications, and follow-up. 

Project Management

• Support and coordinate internal projects and process improvements. 
  
• Track timelines, deliverables, and communication across stakeholders. 
• Assist with implementing systems and workflows that improve efficiency and support practice growth. 

What We're Looking For
Successful candidates demonstrate:

• Exceptional attention to detail
• Strong communication, organizational, and administrative skills
• Professionalism and discretion
• Accountability and follow-through
• Ability to manage multiple priorities effectively
• Strong organizational and problem-solving abilities
• Ability to anticipate needs and proactively support advisors and team members
• A collaborative, team-first mindset with a willingness to support teammates when needed
• Commitment to compliance, accuracy, and operational excellence
• Technology proficiency and adaptability 
• Willingness to learn and grow

Education & Experience

Preferred Education

Bachelor's degree in Business, Finance, Communications, Hospitality, or a related field, or equivalent professional experience. Candidates with a proven track record of professionalism, client service, and operational excellence are strongly encouraged to apply.

Experience
3-5 years of experience in one or more of the following:

• Executive assistant or administrative support
  
• Office management or administration
• Project coordination or operations supports
• Event planning and coordination
• Financial services support
• Professional services environments such as finance, legal, healthcare, or consulting

Additional Qualifications

Preferred but not required:

• Experience supporting financial advisors or high-net-worth clients
• Familiarity with Salesforce, Redtail, or similar CRM platforms
• Knowledge of compliance processes within financial services
• Experience independently managing projects, events, or client engagement initiatives

Physical Requirements
- Prolonged periods of sitting and computer work
- Ability to work on-site during business hours

Benefits
- Health Insurance
- Vision Insurance
- Dental Insurance
- Employer Retirement Plan
- Health Savings Account (HSA) Option

Equal Opportunity Employer
Brunner Wealth Management is committed to creating an inclusive workplace and is proud to be an equal opportunity employer. We welcome applicants of all backgrounds and experiences.

Apply
To apply, please send your resume to info@brunnerwm.com and include "Financial Client Associate" and where you found the position in the subject line.