Office Manager

Wealth Management Practice Erie Pennsylvania
On-site

A growing independent wealth management practice is seeking a proactive resourceful professional who enjoys taking ownership creating order and keeping a busy office moving forward.

This is a hands-on role in a close-knit small-business environment where no two days will look exactly the same. Youll support the advisor help coordinate the office interact with clients assist with marketing and events and make sure important details and follow-ups dont fall through the cracks.

The right person is organized without needing everything perfectly mapped out in advance. You can assess what needs to happen determine priorities and get started. Youre comfortable figuring things out adjusting when priorities change and creating a process when one doesnt already exist.

If youre often the person people turn to and say Can you take care of this and your natural response is Ive got it this may be the right opportunity for you.

This role combines client service office coordination administration and marketing support.

• Serve as a friendly professional point of contact for clients and business partners.

• Coordinate calendars appointments client meetings and day-to-day office activities.

• Prepare materials and assist with meeting preparation and follow-up.

• Maintain client records and documentation.

• Utilize Salesforce CRM to organize client information workflows and follow-up activities.

• Track open items and proactively make sure commitments are completed.

• Anticipate administrative needs and take action without waiting for constant direction.

• Help create an organized welcoming high-touch experience for clients.

• Manage routine office responsibilities including incoming and outgoing mail and general office coordination.

• Assist with social media and marketing initiatives including LinkedIn and Facebook content.

• Coordinate client appreciation activities networking events and other practice events.

• Support marketing campaigns holiday outreach and client communications.

• Help execute quarterly goals related to practice growth and client engagement.

• Keep marketing activities organized and moving from idea to execution.

• Help establish repeatable processes for recurring marketing and client-service activities.

The person who thrives in this role will naturally:

• Take ownership of responsibilities and follow them through to completion.

• Create structure and organization around multiple moving pieces.

• Be comfortable figuring out the next step when instructions arent perfectly defined.

• Determine which details matter most without getting bogged down in every detail.

• Shift priorities when something urgent comes up without losing track of everything else.

• See something that needs to be done and take initiative.

• Follow established processes while also recognizing when a new or better process is needed.

• Keep other people on track through proactive communication and follow-up.

• Enjoy variety and be comfortable wearing multiple hats.

• Balance consistency with the ability to adapt as the practice grows.

• Communicate confidently and professionally with clients.

• Enjoy being the person who helps keep the office and the advisor organized and moving forward.

• Strong communication and interpersonal skills.

• Professional and confident phone presence.

• Demonstrated ability to organize work prioritize competing needs and follow through.

• Resourceful proactive approach to problem-solving.

• Comfortable working independently and taking ownership.

• Ability to learn new systems and technology.

• Strong computer skills; Salesforce experience is a plus.

• Positive team-oriented approach and willingness to pitch in where needed.

• Prior administrative office coordination client service or customer-facing experience preferred.

• High school diploma required; college degree preferred.

• Ability to pass a FINRA/SEC background check.

You dont need someone standing over you telling you what to do next.

When several things need attention you naturally prioritize organize and start moving them forward. If something changes during the day you adjust. If theres no established process youre comfortable figuring out a practical way to get it done.

Youre organized but you dont organize simply for the sake of organization. You create structure so things happen.

Youre also comfortable being part of a small business. Sometimes that means helping a client. Sometimes it means preparing for a meeting coordinating an event updating Salesforce helping with a marketing project or solving an unexpected office problem.

You like being useful taking ownership and knowing that people can rely on you to get things across the finish line.

This is more than an administrative position. Its an opportunity to become an important part of a growing advisory practice where your initiative organization and follow-through will have a visible impact on the client experience and the business.

Salary: Based on experience with a budget cap of $60000.