Client Service / Office Administrator
About The Position
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.
Requirements
- High school diploma required
- 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
- 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
Nice To Haves
- college degree preferred
- Insurance or securities licensing is a plus, but not required
Responsibilities
- 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
- 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
Benefits
- Bonus opportunities
- 401(k) with 3% profit-sharing contribution
- Collaborative small-team environment with long-term growth potential
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
