Office Manager

Title: Office Manager

As the Office Manager, you will serve as the first point of contact for many daily operations and play a key role in fostering a professional, client-centered environment. You’ll be responsible for ensuring the office runs smoothly while providing essential administrative and operational support that enhances the client experience. In this role, you’ll work closely with Wealth Advisors, Client Service Associates, and external partners to streamline workflows and uphold the highest standards of service.

What You’ll Do:

• Serve as the primary point of contact for office operations, including phone coverage, visitor management, and vendor coordination.
• Manage daily administrative tasks such as processing mail, handling check deposits, maintaining office supplies, and organizing meeting logistics.
• Support firm leadership with workflow coordination, calendar management, and travel arrangements.
• Oversee office operations to ensure alignment with the firm’s brand, service standards, and compliance procedures.
• Assist with client service activities, including preparing materials for client meetings, handling custodial paperwork, and supporting account administration.
• Spearhead marketing efforts, including managing social media content, newsletters, and organizing client events and gifts.
• Coordinate onboarding logistics for new hires, including office setup, technology arrangements, and training schedules.

What You’ll Need to Succeed:

• Bachelor’s degree preferred, ideally in Business Administration, Finance, or a related field.
• 2–4 years of experience in an administrative, client service, or operations role; experience within a Wealth Management or Investment Advisory firm is highly preferred.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems (e.g., Salesforce, Redtail, or similar platforms).
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills, with a high level of professionalism and attention to detail.
• Proven ability to maintain confidentiality and exercise discretion when handling sensitive information.
• A commitment to client service excellence and alignment of financial goals with client values.
• Ability to independently manage tasks and proactively solve problems with minimal supervision.

What Summit Wealth Management Group Offers You:

• Comprehensive health, dental, and vision coverage
• Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
• 401(k) retirement plan with employer matching
• Vacation
• Sick Leave
• 11 paid Holidays
• Employee Assistance Program
• Professional development opportunities, including tuition reimbursement and training programs.
• Flexible work arrangements, including remote work options.

Please note that these are just some potential examples and the specific benefits and perks offered may vary based on the position and location.

Compensation:

Salary range between $60,000 to $70,000

About Summit Wealth Management Group:

Since 1986, Summit Wealth Management Group has been dedicated to helping individuals and families fulfill their dreams and achieve financial security. Our firm prioritizes clients by taking a genuine interest in their financial well-being. With a commitment to individualized attention and high-end service, we have become a highly respected practice in the community. Through creative financial planning strategies, we’ve facilitated comfortable retirements, business startups, and smooth life transitions, ensuring financial peace of mind.  We take pride in building enduring relationships and preserving our clients’ legacies across generations.

For more information about the company, please visit our website: https://yoursummitwealth.com/

Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.  
 

Summit Wealth Management Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Summit Wealth Management Group complies with applicable state and local laws governing nondiscrimination in employment at its location.