About the Team. You will be part of a dynamic team of professionals who share a passion for delivering exceptional results and building strong relationships. As an Executive Assistant to the CEO, you will have the opportunity to work closely with our leadership team and contribute to the success of our organization. Collaborate with team members to achieve shared goals and objectives. Develop and maintain relationships with clients and stakeholde...
About Your Role. You will be responsible for providing comprehensive administrative support to the CEO/Managing Partner, including managing complex calendars, arranging travel, and coordinating meetings. Additionally, you will be responsible for handling email management, maintaining the Practice Prospect Pipeline, and providing back-up client services support. Assist with creating, editing, and maintaining presentations, meeting notes, and other...
About Our Company. We believe that our purpose is to enrich the lives of our clients, our team, and the community around us. At Summit Financial Group, LLC, we value innovation, integrity, and collaboration. As an Executive Assistant to the CEO, you will have the opportunity to work closely with our leadership team and contribute to the success of our organization. Assist with planning and executing client events, including webinars. Provide back...
JOB DESCRIPTION. The Account Manager (“AM”) provides support to the Employee Benefits Division. The focus of this position is to ensure account management and outstanding customer service to the clients. They will direct the marketing / marketing renewal process and collaborate with producers to make decisions about client presentations. The AM is a subject matter expert and makes certain the clients’ needs are met in a timely manner and must be ...
JOB DESCRIPTION. The Account Manager (“AM”) provides support to the Employee Benefits Division. The focus of this position is to ensure account management and outstanding customer service to the clients. They will direct the marketing / marketing renewal process and collaborate with producers to make decisions about client presentations. The AM is a subject matter expert and makes certain the clients’ needs are met in a timely manner and must be ...
JOB DESCRIPTION. The Account Manager (“AM”) provides support to the Employee Benefits Division. The focus of this position is to ensure account management and outstanding customer service to the clients. They will direct the marketing / marketing renewal process and collaborate with producers to make decisions about client presentations. The AM is a subject matter expert and makes certain the clients’ needs are met in a timely manner and must be ...
