WHO WE ARE

At Florida Trust Wealth Management, we’re not your typical financial institution. We’re an independent trust company built on relationships, not transactions. Our mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch.
We serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Our team is close-knit, community-minded, and committed to doing right by our clients—and each other.

As the Office Manager, you’ll play a vital dual role in ensuring the smooth operation of our office while providing high-level administrative support to senior leadership. You’ll be the first point of contact for visitors and clients, creating a welcoming and professional environment. Behind the scenes, you’ll keep the office running efficiently—managing front-desk responsibilities, coordinating internal communications and events, and supporting executives with scheduling, correspondence, and special projects.

Reception Duties:

• Serve as the welcoming face of the office—greet visitors and clients with warmth and professionalism.
• Answer, screen, and direct incoming phone calls.
• Provide general information and respond to basic inquiries.
• Manage incoming and outgoing mail and deliveries.
• Maintain a clean, organized, and presentable front desk and reception area.
• Schedule and manage meeting rooms and shared spaces.