Administrative Associate

Title: Administrative Associate

As the Administrative Assistant, you’ll play a key role in elevating the client experience by providing proactive, high-level support to the Managing Director, Wealth Managers, and Client Services team. This position is integral to the success of firm-wide operations and will contribute to a variety of projects that directly support the firm’s mission and client service goals.

What You’ll Do:

• Supports Wealth Managers and Client Services Associates in delivering timely and professional client service
• Prepares materials and paperwork for client meetings and reviews
• Manages and updates client relationship management (CRM) systems, workflows, and checklists
• Schedules and coordinates meetings, follow-ups, and task tracking
• Helps streamline client outreach processes and support systems with the Wealth Advisor team
• Maintains and distributes weekly client notes and ensures client materials are up to date
• Cross-trains in compliance and operations to provide backup assistance as needed

What You’ll Need to Succeed:

• Associate or bachelor’s degree in business, finance, or a related field preferred
• Prior experience in financial services, client support, or administrative roles is highly desirable
• High level of professionalism and commitment to quality customer service, including strong phone etiquette
• Impeccable integrity and ability to maintain strict confidentiality with sensitive client information
• Strong organizational and time management skills; able to efficiently manage multiple tasks and meet deadlines
• Excellent attention to detail and high degree of accuracy in all work
• Proven ability to follow through on assignments and proactively manage pending items
• Quick to learn new software systems; proficiency in Microsoft Office Suite and familiarity with CRM platforms preferred
• Positive, team-oriented attitude with a willingness to assist wherever needed

What Summit Wealth Management Group Offers You:

• Comprehensive health insurance
• 401(k) retirement plan with employer matching after one-year of employment
• Vacation
• Sick Leave
• 11 paid Holidays
• Employee Assistance Program
• Professional development opportunities, including tuition reimbursement and training programs.

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

Compensation:

Salary range between $52,000 to $60,000 annually
 

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/

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.  

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.