Administrative Assistant

About Summit Pointe Advisors:Summit Pointe Advisors is a financial services firm dedicated to guiding individuals, families, and business owners toward long‑term financial confidence and success. Based in Mechanicsburg, Pennsylvania, the firm partners closely with clients to simplify complex financial decisions and create personalized strategies aligned with their life goals.Summit Pointe Advisors delivers comprehensive financial planning services, including retirement planning, investment strategies, risk management, tax planning, estate planning, education funding, charitable giving, and business planning. Their collaborative approach emphasizes education, clear communication, and thoughtful coordination with other professional advisors such as CPAs and attorneys.The firm operates on its core “RITE” philosophy:Responsiveness – Listening to and understanding client needsIntegrity – Building trust through honesty and transparencyTeamwork – Collaborating with clients and professional partnersExcellence – Committing to continuous learning and high standards of serviceAs a growing, close‑knit firm, Summit Pointe Advisors offers team members the opportunity to play a meaningful role in daily operations while contributing to a mission focused on helping clients create, protect, and transfer wealth with confidence. The Administrative Assistant position is a vital part of supporting advisors, enhancing client experiences, and maintaining the firm’s high level of service.Job Responsibilities:Schedule all annual review meetings with existing clients.Prepare and process all applications, transfer paperwork, account service and maintenance requests.Preparation of reports and other materials for client or prospect meetings.Perform post-meeting tasks as assigned by advisor.Client relationship management (CRM) - using Advisor360 software and other programs.Documents and applications - scanning and indexing.Handle confidential and/or sensitive information responsibly.Create and schedule email marketing and social media posts.Schedule, plan, and advertise for client appreciation events and webinars.Qualifications:Previous experience in financial services preferred.Honest, principled and self-motivated.Excellent customer service and phone skills.Professional communication skills - both written and verbal.Must be organized and detail oriented.Flexible to technological and regulatory changes, as well as to changes in day-to day tasks.Capable to manage complicated tasks with many moving parts.Self-directed to follow up on tasks in progress.Able to work independently or as part of a team.Effective and efficient time management.Computer literate to include knowledge of Microsoft Office, Excel and PowerPoint.Must be able to pass a background check including but not limited to fingerprinting and credit check.** $1,500 Sign on Bonus granted after background check passed and 30 days of employment with no performance issues.Work Location:100 Sterling Pkwy, Mechanicsburg, PA 17050