Administrative Assistant/Executive Assistant

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 join 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
• Monday–Friday 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.