What are the responsibilities and job description for the Executive Assistant - Senior Role position at Summit Financial Group, LLC?
Support the Managing Partner/CEO
We are seeking an experienced Executive Administrative Assistant to join our largest practice. Your primary focus will be on supporting the CEO's life and the practice efficiently. As part of our practice team, you will collaborate with advisors and administrative support staff to deliver exceptional client experiences.
Key Qualifications:
- 3-5 years of relevant work experience in supporting EVP or C-suite roles.
- Proactive problem solver who can tackle ambiguous situations.
- Able to maintain confidentiality and discretion.
- Experience managing complex calendars and coordinating travel.
- Able to multi-task, maintain attention to detail, and professionalism.
- Effective written and verbal communication skills.
- Proficiency with MS 365 Suite and various systems such as DocuSign, Box, Acrobat, and others.
