Job Description
Job Description
We are looking for a professional, proactive, and highly organized Administrative Assistant to provide direct support to a business owner in a fast-paced, team-oriented environment. This is an excellent opportunity for someone who enjoys taking ownership, managing a variety of responsibilities, and playing an integral role in the day-to-day success of a growing business.
As the primary administrative support to the owner, you will help keep operations running efficiently by managing communications, coordinating appointments and follow-ups, organizing schedules, maintaining accurate records, and assisting with a variety of administrative and client service tasks. You'll regularly interact with clients, business partners, and team members, serving as one of the first points of contact and helping create a polished, welcoming, and professional experience.
We're looking for someone who is dependable, detail-oriented, resourceful, and able to prioritize multiple tasks while maintaining a high level of accuracy. Strong communication skills, a positive attitude, and a genuine desire to help others are essential. The ideal candidate takes pride in producing quality work, follows through on commitments, and enjoys contributing to a collaborative, growth-focused team where their efforts make a meaningful impact every day.
Compensation:
$58,000 yearly
Responsibilities:
- Manage and respond to incoming emails in a timely and professional manner
- Follow up with interested clients and prospects via phone, text, and email
- Coordinate communication with vendors regarding supplies, services, and orders
- Maintain and update internal records, spreadsheets, and tracking systems
- Assist with scheduling, confirmations, and calendar management
- Ensure client communications are clear, consistent, and well-documented
- Support ongoing projects and operational tasks as directed by the business owner
- Identify ways to improve efficiency and organization within daily operations
Qualifications:
- Strong communication skills, both written and verbal
- Highly organized with strong attention to detail
- Comfortable speaking with clients, prospects, and vendors
- Ability to manage multiple tasks and prioritize effectively
- Proficiency with basic computer tools (email, spreadsheets, scheduling tools)
- Self-starter who can work independently and take initiative
- Professional, reliable, and positive attitude
- Previous administrative or customer service experience is a plus
About Company
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.