Job Description

About the Company

Summit Financial Group, LLC – a wealth management firm located in San Ramon, CA – seeks a dynamic Executive Assistant to join our largest practice and directly support the Managing Partner/CEO. Your focus will be on helping the CEO run his life, and the practice as efficiently as possible. You will be part of a practice team of three advisors and one additional administrative support person. The ideal candidate is a self-starter with a positive attitude, detail-oriented, and a strong communicator. You genuinely care about our clients and are excited to learn about their lives and stories. While you won't be expected to become an advisor, curiosity, and interest in wealth management services is important. This understanding will help you better support the Managing Partner and effectively communicate on their behalf.

Responsibilities

• Provide comprehensive administrative support to the CEO/Managing Partner
• Manage complex calendars and schedule coordination
• Arrange personal and professional travel
• Coordinate on-site and off-site meetings for clients and the practice
• Run work-related and personal errands as needed
• Handle CEO's email management (responding, deleting unnecessary emails, prioritizing important ones
• Maintain the Practice Prospect Pipeline and follow up with prospects as directed
• Manage client documents for financial plans and action items
• Provide back-up client services support for the practice, including service requests, client onboarding, and review preparation
• Oversee meeting cadence and agendas for daily check-ins, weekly planning, and quarterly off-site meetings.
• Manage social media presence for the Managing Partner (Facebook and LinkedIn), including researching and scheduling posts.
• Track and report practice revenue goals and update practice dashboard metrics.
• Shop for key milestone gifts for the team, firm, and clients (birthdays, anniversaries, graduations, etc.)
• Create, edit, and maintain presentations, meeting notes, and other documents.
• Assist with planning and executing client events, including webinars.
• Provide back-up support to front desk and assist with answering phones.
• Handle special projects as needed.

Qualifications and Preferred Skills

• 3-5+ years of relevant work experience with a focus on supporting EVP or other C-suite roles.
• Proactive problem solver who isn't afraid to tackle ambiguous situations
• Able to always maintain a high level of confidentiality and discretion
• Experience managing a complex calendar and coordinating travel
• Able to multi-task, maintain attention to detail, and maintain a professional demeanor
• Effective and professional written and verbal communication
• Experience in a high-growth environment where decisions are made rapidly, and priorities shift throughout the day
• High level of proficiency with MS 365 Suite and a variety of other systems such as DocuSign, Box or similar, Acrobat, and other systems/software as needed.

Why Summit Financial Group, LLC?

We believe that our purpose is to enrich the lives of our clients, our team, and the community around us. At our core we are team players who strive for growth, care about people, and aim to do it right. If this idea excites and inspires you, come join us—Summit might just feel like home!

Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583.

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