Executive Assistant

Job Description

Job Description

Join Summit Solutions as an Executive Assistant and be the driving force behind our mission to empower individuals and families with financial clarity and confidence. You'll partner closely with a seasoned Financial Advisor, providing personalized support that enhances both client experiences and our advisor's productivity. By managing daily activities, coordinating client communications, and overseeing scheduling, you'll play a pivotal role in ensuring smooth operations and impactful client interactions. This position is perfect for someone who thrives in a supportive, purpose-driven environment and enjoys building meaningful relationships.

At Summit Solutions, we value growth and encourage professional development within the financial services industry. We offer both full-time and part-time opportunities, with flexible scheduling based on your availability. Your attention to detail and proactive approach will help us deliver exceptional service, making a real difference in clients' lives. If you're organized, communicative, and ready to take ownership of your responsibilities, let's work together to shape brighter futures. Compensation:

$74,500

Responsibilities:

• Coordinate and manage the daily schedule of the Financial Advisor, ensuring all appointments and meetings are timely and efficiently organized.
• Serve as the primary point of contact for client communications, fostering strong relationships and ensuring all inquiries are addressed promptly.
• Prepare and organize essential documents and reports for client meetings, ensuring accuracy and completeness.
• Oversee and streamline office operations, maintaining a productive and organized work environment.
• Assist in the planning and execution of client events and workshops, enhancing client engagement and satisfaction.
• Monitor and manage email correspondence, prioritizing and responding to messages to support seamless communication.
• Maintain a comprehensive filing system, ensuring all client information is securely stored and easily accessible when needed.

Qualifications:

• Experience in managing and maintaining client tracking systems and databases, ensuring accuracy and currency.
• Ability to coordinate and manage complex scheduling, optimizing the advisor's calendar for maximum productivity.
• Proven track record of effectively communicating with clients, carriers, and business partners through various channels.
• Strong organizational skills to monitor outstanding cases and tasks, ensuring deadlines are met promptly.
• Experience in preparing materials and gathering information to support client meetings and administrative tasks.
• Ability to maintain efficient office operations by organizing workflows and prioritizing assignments.
• Proven ability to record thorough notes from conversations, maintaining organized and accessible documentation.

About Company

Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships.

We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.