Executive Assistant

Summit Solutions

Rancho Cucamonga, CA, USA

1 day ago

Full-time Onsite

Save Flag Share

Apply Now

We are seeking a highly organized and proactive Executive Assistant to work directly alongside a Financial Advisor, providing personalized administrative and operational support. This position is centered around partnering with one advisor rather than supporting an entire office, making it an ideal opportunity for someone who enjoys building strong working relationships and helping others stay productive and organized.

As the advisor’s primary support person, you’ll help coordinate daily activities, manage client communications, oversee scheduling, and keep important projects and follow-up tasks moving forward. Your attention to detail and ability to anticipate needs will play a vital role in delivering an exceptional client experience while allowing the advisor to focus on serving clients.

If you’re someone who enjoys staying organized, communicating professionally, and taking ownership of responsibilities, this role offers an excellent opportunity to grow within the financial services industry.

Position Type: Full-Time or Part-Time (Flexible Based on Availability)

Compensation $74,500

Responsibilities

• Manage and maintain client tracking systems, spreadsheets, and internal databases to ensure information remains accurate and current
• Contact insurance carriers and financial institutions to obtain updates regarding applications, underwriting, policies, and service requests
• Coordinate appointment scheduling while managing the advisor’s calendar to maximize productivity
• Send appointment reminders, confirmations, and follow-up communications through phone, email, and text messaging
• Monitor outstanding cases and tasks, ensuring deadlines are met and next steps are completed promptly
• Record thorough notes from conversations with clients, carriers, and business partners to maintain organized documentation
• Assist with preparing materials, gathering information, and completing administrative tasks that support client meetings
• Help maintain efficient office operations by organizing workflows, prioritizing assignments, and supporting day-to-day business activities

Qualifications

• Excellent verbal and written communication skills with a professional and courteous demeanor
• Comfortable speaking with clients, insurance companies, and business partners by phone and email
• Experience using Microsoft Excel, Google Sheets, or similar spreadsheet software
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple responsibilities while maintaining accuracy and meeting deadlines
• Self-motivated, dependable, and capable of working independently with minimal supervision
• Strong problem-solving skills and the ability to adapt in a fast-paced environment
• Interest in financial services and a willingness to learn new systems, processes, and industry knowledge

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.

Apply Now