Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $24.00 - $29.00
Work Schedule
Standard Hours
Flexible
Benefits
ICHRA employer allowance
Dental Insurance
Group Life Insurance
Group long-term disability insurance
Vision Insurance
short-term disability insurance
Cancer Insurance
Hospital Indemnity insurance
accident insurance
401k
401k safe harbor match
Holiday pay
Paid Time Off
sick leave
Employee Stock Purchase Program
continuing education assistance
Employee assistance program
Job Description
Summit Wealth Group is a comprehensive financial planning and wealth management firm dedicated to helping clients navigate toward a more secure and prosperous future. Established with the mission to empower individuals to live fully and with confidence, Summit Wealth Group blends expert financial advice with long-term relationships built on trust, transparency, and professional excellence. The firm prides itself on a client-centric approach that focuses not only on numbers but also on understanding each client’s unique needs and aspirations, ensuring personalized strategies that aim at sustainable wealth growth and protection. Summit Wealth Group caters to a diverse clientele, delivering services that... Show More
Job Requirements
- High school diploma or equivalent
- Minimum 2–3 years of experience in administration, reception, or client service
- Ability to handle confidential information with discretion
- Proficiency in Microsoft Office Suite
- Flexibility for occasional evening work and limited travel
- Ability to sit, stand, walk, lift 10 lbs, and use standard office equipment
- Must be able to travel independently including occasional overnight stays
- Professional demeanor and client-first mindset
- Strong organizational skills and multitasking ability
Job Qualifications
- High school diploma or equivalent required
- Associate or bachelor’s degree preferred
- Minimum 2–3 years of experience in administration, reception, or client service
- Experience in event coordination and/or financial services is a plus
- Excellent verbal and written communication skills
- Strong organizational and multitasking abilities
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Professional demeanor with a client-first mindset
- Ability to handle confidential information with discretion
- Positive, adaptable, and team-oriented approach
- Integrity and dependability
- Friendly, approachable, and professional presence
- Growth mindset with a willingness to learn
Job Duties
- Greet and assist clients, guests, and team members with professionalism and warmth
- Serve as the first point of contact in person, on the phone, and via email ensuring inquiries are handled promptly and accurately
- Create a welcoming, professional environment that reflects the firm’s values
- Anticipate client and advisor needs providing proactive support beyond reception duties
- Manage calendars, schedule meetings, and coordinate logistics for advisors
- Maintain office operations including mail, supplies, vendors, and facility coordination
- Process client account checks with accuracy ensuring compliance with FINRA/SEC requirements
- Support compliance processes through document management and timely, accurate recordkeeping
- Help organize client events, appreciation activities, and team-building experiences
- Coordinate logistics for meetings, conferences, and community involvement
- Support onboarding of new employees by preparing workstations and orientation materials
- Contribute to a positive, collaborative office culture through proactive engagement
- Provide administrative assistance across departments as needed
- Address and route client or team requests escalating issues when appropriate
- Support special projects or additional administrative duties as assigned
- Ensure all activities comply with company policies and procedures
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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