What are the responsibilities and job description for the Business Operations Coordinator position at Summit Financial Group, LLC?
About Our Team
We believe that our purpose is to care about people, grow together, and strive for excellence in everything we do. As a member of our team, you will have opportunities to learn and grow in a dynamic environment.
Responsibilities:
- Support the Managing Partner/CEO in their daily tasks and objectives.
- Manage calendars and schedules for the CEO and the practice.
- Coordinate travel arrangements and meetings.
- Assist with client onboarding and support.
- Manage client documents and ensure accuracy.
- Provide back-up support to the front desk and answer phones as needed.
