Administrative Assistant/Executive Assistant

Office Manager / Administrative Assistant

On-site - Erie, PA

Do you enjoy bringing order to a busy environment? Are you the person who naturally creates systems, keeps projects moving, and ensures nothing falls through the cracks?

Our client is seeking an Office Manager / Administrative Assistant to serve as a key member of their growing financial planning and wealth management practice. This role is ideal for someone who enjoys creating structure, managing details, supporting clients, and helping an office operate efficiently and professionally.

This is not a sales position. Instead, you will play a critical role in supporting client relationships, coordinating office operations, and ensuring a seamless experience for both clients and team members.

What You'll Do

• Coordinate daily office operations and administrative activities
• Manage client service requests and follow-up activities
• Schedule meetings, maintain calendars, and coordinate logistics
• Prepare paperwork, documentation, and client communications
• Track projects and ensure deadlines are met
• Maintain organized systems, records, and workflows
• Assist with marketing initiatives, client events, and special projects
• Serve as a professional point of contact for clients and business partners
• Help improve processes and identify opportunities for greater efficiency

The Right Person for This Role
You may be a great fit if you:

• Enjoy organizing information, projects, and people
• Naturally create systems and processes
• Take pride in accuracy and follow-through
• Can simplify complex information and communicate clearly
• Adapt well when priorities shift
• Prefer solving problems rather than creating them
• Like helping others succeed behind the scenes
• Thrive in a professional, relationship-focused environment

You are likely someone who:

• Notices details without becoming bogged down by them
• Brings structure to busy situations
• Keeps commitments and follows through
• Maintains a calm, steady approach when multiple priorities compete for attention

Preferred Qualifications

• Administrative, office management, client service, insurance, banking, or wealth management experience
• Strong Microsoft Office skills
• Excellent communication and organizational abilities
• Ability to manage multiple priorities simultaneously
• Experience working with confidential information