What are the responsibilities and job description for the Corporate Office Manager position at Summit Financial Group, LLC?
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 documents
- Support the front desk and answer phones as needed
- Contribute to special projects as needed
Key Qualifications
- High level of proficiency with MS 365 Suite and a variety of other systems such as DocuSign, Box or similar, Acrobat, and other systems/software as needed
- Effective and professional written and verbal communication
- Able to work in a fast-paced environment with multiple priorities
