Hands-On Office Manager & Client Experience Lead

H Cap Connect, LLC; Erie (Erie County); On-site; USD 54,000 - 66,000; Full time

Job summary

H Cap Connect, LLC in Erie, PA is seeking a proactive, hands-on support professional for a small, independent wealth management practice. This on-site role involves supporting the advisor, coordinating the office, and interacting with clients while assisting with marketing and events.

You will ensure follow‑ups are completed, maintain records, and utilize Salesforce to organize client information and workflows. The right candidate is organized, autonomous, and ready to grow with the practice.

Qualifications

• Excellent communication and interpersonal skills.
• Professional phone presence and client-facing poise.
• Ability to organize work, prioritize needs, and follow through.
• Proactive, resourceful, and comfortable solving problems.
• Independent, with willingness to take ownership.
• Ability to learn new systems and technology.
• Strong computer skills; Salesforce experience is a plus.
• Team-oriented with a flexible, multi-hat mindset.
• Prior admin/office coordination or client service experience preferred.
• Ability to pass a FINRA/SEC background check.

Responsibilities

• Serve as a professional client and partner contact.
• Coordinate calendars, meetings, and day-to-day office activity.
• Prepare materials, meetings, and follow-ups; maintain records.
• Utilize Salesforce for client information and workflows.
• Track open items and ensure commitments are completed.
• Assist with marketing, events, and client communications.
• Help create repeatable processes for marketing and service tasks.

Skills

Communication

Phone presence

Organization

Proactivity

Independent work

Learning systems

Tech-savvy

Salesforce familiarity

Team player

Problem-solving

Background check compliance

Tools

Salesforce

Job description

H Cap Connect, LLC in Erie, PA is seeking a proactive, hands-on support professional for a small, independent wealth management practice. This on-site role involves supporting the advisor, coordinating the office, and interacting with clients while assisting with marketing and events.

You will ensure follow‑ups are completed, maintain records, and utilize Salesforce to organize client information and workflows. The right candidate is organized, autonomous, and ready to grow with the practice.