Office Administrator

About Summit

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations—and make our firm an even better place to work. We can help move your career from now to next. 

Job Summary

The Office Administrator supports the firm by overseeing daily administrative tasks and supporting staff.

Duties and Responsibilities

The Office Administrator position will focus on the following areas:

• Support the receptionist in their absence
• Monitor and order office supplies
• Enter and maintain client data
• Communicate with building maintenance
• Assist with monthly client billing
• Manage firm wide calendars
• Deliver and track new client correspondence
• Onboard new clients
• Review Employment Manual
• Support the long-term strategic plan and vision of the firm
• Adhere to firm’s Core Values, Ground Rules, and Mission Statement
• Utilize skillset on one of our firm’s committees
• Be viewed as a team player by associates
• Treat all associates with a high level of respect

Qualifications

The Office Administrator position typically requires the following qualifications:

• Bachelor’s or Associates Degree from an accredited college or university
• Proficiency with Microsoft Office Word, Excel, and Outlook required
• Experience with CRM software
• Problem-solving ability, thoroughness, cautiousness, attention to detail
• Strong written and verbal communication skills
• Team player, professional, respectful in interactions with associates and clients
• Takes initiative to research and resolve issues
• Strict confidentiality of clients’ information is a must
• Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs

Salary and Benefits

Pay/benefits are competitive based on industry standards.

• Salary rate based on experience
• Bonus participation after one year with Summit
• Benefits include health insurance and 401(k) plan

 

 

Summit Financial Strategies, Inc. is an Equal Opportunity Employer

www.summitfin.com