Job Description

About Us:

At Summit Retirement Solutions ( , we specialize in holistic retirement planning, insurance, and wealth management services. Our mission is to empower individuals and families to achieve their ideal retirements through personalized, tax-efficient strategies. As a rapidly growing, privately owned firm in Glastonbury, CT, we pride ourselves on our integrity, transparency, and unwavering commitment to our clients' financial well-being.

Compensation: $45,000 - 52,000 + Bonuses

The Opportunity:

We're seeking an Administrative Assistant who embodies an ownership mentality and is eager to lead our administrative tasks to help with the growth In this role, you'll enhance our operational efficiency and contribute to our firm's success.

Key Responsibilities:

• Workshop Help: Attend workshops (2x/month) where you will assist with check-in and appointments pre workshop to ensure attendance.
• Client Service Excellence: Proficient on the phones - able to make outbound calls confirming seminar details and engage in brief interactions regarding any questions clients may have.
• Technology Proficiency: Ability to navigate digital systems and applications such as Microsoft, CRM's, etc.

What We’re Looking For:

• Experience: Seasoned professional with a background in office management, preferably within financial services or a similar environment.
• Adaptability: Quick learner with the intellectual curiosity to master industry-specific knowledge.
• Communication: Exceptional ability to communicate effectively with team members, clients, and vendors.
• Technology Proficiency: Comfortable with office management tools, CRM platforms, and financial software.
• Personable: A continuous positive mindset, continually seeking ways to enhance processes and client experiences for the better!

Why Join Us?

At Summit Retirement Solutions, you'll have the opportunity to actively shape our firm's future. We value individuals who take pride in their work, embrace challenges, and view them as opportunities to contribute meaningfully. If you're energized by creating structure, implementing systems, and enabling growth, we encourage you to apply.

Summit Retirement Solutions is an Equal Opportunity Employer.

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