Senior Executive Assistant & Remote Operations Lead

Summit Wealth Strategies; Franklin (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Summit Wealth Strategies seeks a senior-level Executive Assistant to run the operational backbone of a growing advisory firm, reporting directly to the Co-Founder and owning decision-making authority across four areas: calendar & inbox, client ops & CRM, content & compliance coordination, and project & vendor management.

You’ll operate under a clear delegation framework, leveraging Asana, CRM platforms, and standard productivity software while protecting confidentiality.

Qualifications

• Supports executive or runs point on operations and is ready to move beyond admin-only roles.
• Demonstrates problem-solving approach and proactive mindset.
• Fluent with Asana, CRM platforms, and standard productivity software.
• Maintains confidentiality and discretion at all times.

Responsibilities

• Calendar & Inbox: manage executive scheduling and prioritise inbound communication.
• Client Ops & CRM: maintain CRM accuracy and support meeting prep and onboarding.
• Content & Compliance Coordination: coordinate content through compliance review and approval.
• Project & Vendor Management: run projects in Asana and manage vendor relationships.

Tools

Asana

CRM platforms

Productivity software

Job description

Summit Wealth Strategies seeks a senior-level Executive Assistant to run the operational backbone of a growing advisory firm, reporting directly to the Co-Founder and owning decision-making authority across four areas: calendar & inbox, client ops & CRM, content & compliance coordination, and project & vendor management.

You’ll operate under a clear delegation framework, leveraging Asana, CRM platforms, and standard productivity software while protecting confidentiality.