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H Cap Connect, LLCPosted 1 month ago

Administrative Assistant/Executive Assistant

$104,000,000–$104,000,000 year

On-siteErie, Pennsylvania, United States

Full Time

Job Summary

Coordinate daily office operations, manage client service requests, and schedule meetings while maintaining organized systems and records. Prepare documentation, track projects to ensure deadlines are met, and assist with marketing initiatives and special events. Serve as the professional point of contact for clients and business partners, helping improve processes to enhance efficiency. This role supports the financial planning and wealth management practice by ensuring seamless experiences for all stakeholders.

Required 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

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