Executive Administrative Assistant

About the Company

Summit Financial Group, LLC seeks a dynamic Executive Assistant to support the Managing Partner/CEO. As an Executive Assistant, your focus will be on helping the CEO run his life and practice efficiently. You will work closely with a team of three advisors and one additional administrative support person.

Key Responsibilities

• Provide comprehensive administrative support to the CEO/Managing Partner
• Manage complex calendars and schedule coordination
• Arrange personal and professional travel
• Coordinate meetings for clients and the practice
• Run errands as needed
• Handle email management, responding, deleting unnecessary emails, prioritizing important ones
• Maintain client documents and follow up with prospects
• Support client services, including service requests, onboarding, and review preparation
• Oversee meeting cadence and agendas
• Manage social media presence for the Managing Partner
• Track and report practice revenue goals
• Shop for milestone gifts
• Create, edit, and maintain presentations and documents
• Assist with planning and executing client events
• Provide back-up support to front desk
• Handle special projects

Qualifications and Preferred Skills

• 3-5 years of experience supporting EVP or C-suite roles
• Proactive problem solver who can handle ambiguous situations
• Able to maintain confidentiality and discretion
• Experience managing a complex calendar and coordinating travel
• Able to multitask and maintain attention to detail
• Effective written and verbal communication
• Experience in a high-growth environment
• Proficiency with MS 365 Suite and other systems/software

Our Purpose

We believe our purpose is to enrich the lives of our clients, team, and community. We are team players who strive for growth, care about people, and aim to do it right. If this idea excites and inspires you, we invite you to join us at Summit Financial Group, LLC.