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Senior Executive Coordinator

Summit Financial Group, LLC
San Ramon, CA Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 4/30/2025
About Our Company

We believe that our purpose is to enrich the lives of our clients, our team, and the community around us. At Summit Financial Group, LLC, we value innovation, integrity, and collaboration.

As an Executive Assistant to the CEO, you will have the opportunity to work closely with our leadership team and contribute to the success of our organization.

  • Assist with planning and executing client events, including webinars
  • Provide back-up support to the front desk and assist with answering phones
  • Handle special projects as needed

Requirements

  • 3-5 years of relevant work experience with a focus on supporting EVP or other C-suite roles
  • Proactive problem solver who isn't afraid to tackle ambiguous situations
  • Able to maintain a high level of confidentiality and discretion
  • Experience managing a complex calendar and coordinating travel
  • Able to multi-task, maintain attention to detail, and maintain a professional demeanor

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