Administrative Assistant/Executive Assistant

Client Service & Office Coordinator

Wealth Management Practice Erie, Pennsylvania

About the Opportunity

A growing independent wealth management practice is seeking a highly organized, service-minded professional to join our team in Erie, Pennsylvania.

This is an opportunity to become part of a close-knit, small-business environment where relationships matter both with clients and within the team. We are looking for someone who enjoys helping people, takes pride in attention to detail, and wants to contribute to a polished, high-touch client experience.

The ideal candidate will help create a "white glove" atmosphere for clients while supporting the practice's operational and marketing functions. This role is perfect for someone who enjoys wearing multiple hats, staying organized, and helping a business grow.

Location

Erie, Pennsylvania (In-office position)

What You'll Do

This role blends client service, office coordination, administration, and marketing support responsibilities.

Client Service & Administrative Support

• Serve as a friendly and professional point of contact for clients and business partners
• Coordinate and manage client calendars, appointments, and meeting scheduling
• Prepare materials and assist with meeting preparation
• Process incoming and outgoing mail
• Maintain accurate client records and documentation
• Utilize Salesforce CRM to support client relationship management and workflow organization
• Support the advisor in delivering a proactive and personalized client experience

Marketing & Practice Development

• Assist with social media and marketing initiatives, including LinkedIn and Facebook content
• Coordinate client appreciation activities and networking events
• Support marketing campaigns, holiday outreach, and client communications
• Help execute quarterly goals focused on practice growth and client engagement

What We're Looking For

• Strong communication and interpersonal skills
• Professional and confident phone presence
• Organized with excellent time management abilities
• Self-starter who works independently and proactively
• Adaptable and comfortable managing multiple priorities
• Strong computer skills with the ability to learn new systems and technology
• Positive attitude and willingness to contribute to a team-focused culture

Qualifications

• High school diploma required; college degree preferred
• Prior administrative, office support, client service, or customer-facing experience preferred
• Experience speaking with clients and handling phone communication professionally
• Ability to pass a FINRA/SEC background check
• Insurance or securities licensing is a plus, but not required

Compensation & Benefits

• Bonus opportunities
• 401(k) with 3% profit-sharing contribution
• MondayFriday regular business hours
• Collaborative small-team environment with long-term growth potential

Why This Role?

This is more than an administrative position it's an opportunity to become a valued part of a growing advisory practice where client relationships, professionalism, and teamwork are highly valued. The right person will have the chance to make a meaningful impact on both the client experience and the continued growth of the business.