Wealth Management Practice – Erie, Pennsylvania On-site

About the Opportunity

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.

You don't just adapt to systems — you build the ones that don't exist yet, and you finish what you start. This is a hands-on role in a close-knit, small-business environment where no two days will look exactly the same. You'll support the advisor, coordinate the office, interact with clients, assist with marketing and events, and make sure important details and follow-ups don't 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. You're comfortable creating a process when one doesn't already exist, and you keep driving it forward even as priorities shift.

If you're often the person people turn to and say, "Can you take care of this?" — and your natural response is "I've got it" — this may be the right opportunity for you.

What You'll Do

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

Client Service & Office Coordination

• 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.
• Keep client records accurate and useful, without over-documenting every detail — you know what's worth capturing and what isn't.
• 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.

Marketing & Practice Development

• 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.
• Build repeatable processes for recurring marketing and client-service activities — and own them once they exist.

What Makes Someone Successful Here

The person who thrives in this role will naturally:

• Build structure and process around multiple moving pieces, rather than waiting for structure to be handed to them.
• Take ownership of responsibilities and follow them through to completion.
• Determine which details matter most without getting bogged down in every detail — going deep where it counts, not across the board.
• Be comfortable figuring out the next step when instructions aren't perfectly defined.
• Shift priorities when something urgent comes up, without losing track of everything else already in motion.
• See something that needs to be done and take initiative — then see it through.
• Improve on established processes while creating new ones where none exist.
• Keep other people on track through proactive communication and follow-up.
• Enjoy variety and be comfortable wearing multiple hats.
• Communicate confidently and professionally with clients.

What We're Looking For

• Strong communication and interpersonal skills.
• Professional and confident phone presence.
• A track record of building organization and process where none existed, and following through to completion.
• Resourceful, proactive approach to problem-solving.
• Comfortable working independently, owning outcomes rather than waiting on direction.
• 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.

The Person We're Looking For

You don't 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 — and when there's no established process, you build a practical one rather than waiting for one to appear. If something changes during the day, you adjust without dropping what you already had in motion.

You're organized, but you don't organize simply for the sake of organization. You create structure so things happen, and you drive things to the finish line.

You're 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.

Why This Role?

This is more than an administrative position. It's 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 $60,000.