What are the responsibilities and job description for the Office Manager - Executive Support position at Summit Financial Group, LLC?
Wealth Management Services
Summit Financial Group provides wealth management services to individuals and families. We aim to deliver exceptional results and build long-term relationships with our clients. As a key member of our team, you will play a crucial role in supporting our Managing Partner/CEO and contributing to our success.
Qualifications and Skills:
- Relevant work experience in a similar role.
- Excellent communication and organizational skills.
- Ability to maintain confidentiality and discretion.
- Proficiency with Microsoft Office and various software applications.
- Knowledge of wealth management principles and practices.
