At Summit Solutions, we’re more than just a team—we’re a community dedicated to empowering individuals and families to achieve financial clarity and confidence. With over 30 years of experience guiding our mission, we create a purpose-driven environment where every team member plays a vital role in our collective success. Join us, and contribute to a vision that encourages growth and meaningful relationships, both for clients and for yourself.

As an Administrative Assistant, you’ll be at the heart of our operations, ensuring everything runs smoothly and efficiently. You’ll work closely with the business owner, managing communications, coordinating schedules, and supporting a range of administrative and client service tasks. Your proactive approach and organizational skills will shine as you help create a professional and welcoming experience for everyone you interact with. We’re looking for someone who is dependable, detail-oriented, and passionate about making a difference in a collaborative, growth-focused team. If you’re ready to take ownership of your role and contribute to something bigger, we’d love to have you on board.

• Manage and organize the business owner's calendar, ensuring all appointments and meetings are scheduled efficiently.
• Coordinate and prepare materials for meetings, ensuring all participants have the necessary information beforehand.
• Handle incoming and outgoing communications, maintaining a professional and welcoming tone in all interactions.
• Assist in the preparation and distribution of reports, ensuring accuracy and timeliness.
• Support client service tasks by addressing inquiries and providing information promptly and accurately.
• Maintain office supplies and equipment, ensuring everything is stocked and operational for smooth daily operations.
• Collaborate with team members to streamline administrative processes, enhancing overall efficiency and productivity.

• Experience in managing and responding to professional communications, including emails and phone calls.
• Ability to coordinate and maintain effective communication with vendors and clients.
• Proven track record of maintaining and updating internal records, spreadsheets, and tracking systems with accuracy.
• Strong organizational skills to assist with scheduling, confirmations, and calendar management.
• Ability to ensure client communications are clear, consistent, and well-documented.
• Experience in supporting ongoing projects and operational tasks as directed by leadership.
• Proactive approach to identifying ways to improve efficiency and organization within daily operations.

Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships.

We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.