Office Operations Assistant

7 days ago


Erie, Pennsylvania, United States West Advisory Group Full time

Are you a customer-focused individual looking for a challenging role in a dynamic environment? West Advisory Group, a leading financial firm in Erie, PA, is seeking a highly motivated Part-Time First Impressions Coordinator to support our Financial Advisor.

In this role, you will be responsible for providing exceptional customer service, building and improving client relationships, and maintaining office supplies and outgoing correspondence. You will also assist clients with issues and concerns, prioritize projects effectively, and demonstrate persistence to achieve quality results.

We offer a competitive salary of $16-$18/hr and a flexible schedule, working T-TH 8:30am-5:00pm. Our ideal candidate will have advanced administrative skills, a strong work ethic, attention to detail, and excellent communication skills.

Key responsibilities include:

  • Database management
  • Set appointments with clients and assist the Advisor with calendar management
  • Pre-appointment preparation including compiling account summaries


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