Join Summit Solutions as an Executive Assistant and be the driving force behind our mission to empower individuals and families with financial clarity and confidence. You'll partner closely with a seasoned Financial Advisor, providing personalized support that enhances both client experiences and our advisor's productivity. By managing daily activities, coordinating client communications, and overseeing scheduling, you'll play a pivotal role in ensuring smooth operations and impactful client interactions. This position is perfect for someone who thrives in a supportive, purpose-driven environment and enjoys building meaningful relationships. At Summit Solutions, we value growth and encourage professional development within the financial services industry. We offer both full-time and part-time opportunities, with flexible scheduling based on your availability. Your attention to detail and proactive approach will help us deliver exceptional service, making a real difference in clients' lives. If you're organized, communicative, and ready to take ownership of your responsibilities, let's work together to shape brighter futures. Responsibilities: • • Coordinate and manage the daily schedule of the Financial Advisor, ensuring all appointments and meetings are timely and efficiently organized. • Serve as the primary point of contact for client communications, fostering strong relationships and ensuring all inquiries are addressed promptly. • Prepare and organize essential documents and reports for client meetings, ensuring accuracy and completeness. • Oversee and streamline office operations, maintaining a productive and organized work environment. • Assist in the planning and execution of client events and workshops, enhancing client engagement and satisfaction. • Monitor and manage email correspondence, prioritizing and responding to messages to support seamless communication. • Maintain a comprehensive filing system, ensuring all client information is securely stored and easily accessible when needed. Qualifications: • • Experience in managing and maintaining client tracking systems and databases, ensuring accuracy and currency. • Ability to coordinate and manage complex scheduling, optimizing the advisor's calendar for maximum productivity. • Proven track record of effectively communicating with clients, carriers, and business partners through various channels. • Strong organizational skills to monitor outstanding cases and tasks, ensuring deadlines are met promptly. • Experience in preparing materials and gathering information to support client meetings and administrative tasks. • Ability to maintain efficient office operations by organizing workflows and prioritizing assignments. • Proven ability to record thorough notes from conversations, maintaining organized and accessible documentation. Compensation: $74,500

• Coordinate and manage the daily schedule of the Financial Advisor, ensuring all appointments and meetings are timely and efficiently organized. • Serve as the primary point of contact for client communications, fostering strong relationships and ensuring all inquiries are addressed promptly. • Prepare and organize essential documents and reports for client meetings, ensuring accuracy and completeness. • Oversee and streamline office operations, maintaining a productive and organized work environment. • Assist in the planning and execution of client events and workshops, enhancing client engagement and satisfaction. • Monitor and manage email correspondence, prioritizing and responding to messages to support seamless communication. • Maintain a comprehensive filing system, ensuring all client information is securely stored and easily accessible when needed.