Canandaigua National Bank And Trust Co
Sarasota, FL
Manager of Client Experience & Business Services Canandaigua National Trust Company Florida (Sarasota, Florida) Education, Training and Experience A bachelor’s degree in a related field or equivalent combination of education and work experience. Minimum of five (5) years of experience in related positions normally required. Experience supporting professionals in wealth management, trust, banking, financial planning, or related fields preferred. Essential Duties The Office Manager is responsible for providing comprehensive administrative, operational, client service, and governance support to a team of Wealth Advisors, Trust Officers, and Financial Planning professionals. This role serves as the operational hub of the office, ensuring exceptional client experiences, efficient workflow management, and seamless coordination of Board of Directors activities. The individual acts as a trusted partner to the wealth management team and executive leadership,...