Summit Wealth Group is seeking a full-time Investment Financial Assistant to join our fast-growing, independent wealth management firm. The Investment Financial Assistant position is a unique opportunity for a motivated, personable, and articulate individual who enjoys building relationships with people.
We are an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best.
The position is responsible for providing administrative support and assisting investment advisors in maintaining, enhancing, and nurturing existing and new client relationships by providing support through analysis, recommendation, and implementation expertise. This role is expected to provide exceptional service to facilitate client growth and retention.
INVESTMENT FINANCIAL ASSISTANT - PRINCIPAL RESPONSIBILITIES
REQUIRED EDUCATION AND EXPERIENCE
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
Supervisory Responsibility This position may have supervisory responsibilities.
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type and Expected Hours of Work
The Registered Financial Assistant position is full-time. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed, but the employee must work 40 hours each week to maintain full-time status unless the employee and the direct supervisor agree to a flexible work agreement.
This description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned, to ensure workload coverage. Employees are required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor.
Limited travel required for company meetings, training and occasional meetings at client locations. The employee must be able to travel independently on an infrequent basis, including some overnight stays.
Summit provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
Please email your resume to: 1SummitHR@summitwealthgroup.com