Dynamic Financial Executive Assistant for Wealth Management

Summit Wealth Strategies™, LLC; Denver (CO); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

6% retirement contribution

Health/benefit subsidies after 90 days

Performance bonus potential

Paid vacation and holidays

Training and coaching

Long-term growth opportunities

In-person Denver role

Job summary

Summit Wealth Strategies, LLC is seeking a Financial Executive Assistant to work in the Denver, Colorado area. This in-person role supports the Financial Advisor, handling calendars, client communications, and document prep to keep meetings and processes running smoothly.

The ideal candidate has 1–2+ years in an executive assistant or financial services setting, strong Google Workspace skills, and excellent communication.

Qualifications

• 1–2+ years of executive assistant, administrative, financial services, or similar professional experience.
• Strong proficiency with Google Workspace, including Gmail, Calendar, Drive, Docs, and Sheets.
• Comfortable with Microsoft Office and Excel.
• Experience with Redtail CRM, Orion, or similar financial services platforms is a plus.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Ability to work independently while remaining closely aligned with the Advisor.

Responsibilities

• Proactively managing the Advisor's calendar and daily schedule.
• Scheduling and confirming client reviews and prospect meetings.
• Preparing reports, allocation sheets, paperwork, and other materials before meetings.
• Making sure the Advisor is fully prepared for each client and prospect conversation.
• Answering incoming calls and providing clients with a high level of service.
• Following up with clients and prospects by phone and email.
• Tracking new opportunities and keeping CRM records organized and current.
• Capturing action items from meetings and ensuring next steps are completed.
• Assisting with client onboarding and asset transfers.
• Working across Google Workspace and various financial services platforms.
• Learning and following the firm's established systems and processes.
• Identifying things that need attention before they become problems.
• Becoming someone the Advisor can rely on to keep the practice organized.

Skills

Google Workspace

Communication

Detail orientation

Time management

Independent work

Client interaction

Problem solving

Organizational skills

Tools

Google Workspace

Microsoft Office/Excel

Redtail CRM

Orion

Job description

Summit Wealth Strategies, LLC is seeking a Financial Executive Assistant to work in the Denver, Colorado area. This in-person role supports the Financial Advisor, handling calendars, client communications, and document prep to keep meetings and processes running smoothly.

The ideal candidate has 1–2+ years in an executive assistant or financial services setting, strong Google Workspace skills, and excellent communication.