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61 Summit Summit Executive Assistant Jobs Hiring Near You

Care Net

Executive Assistant

Lansdowne, VA · On-site

The Executive Assistant is responsible for developing intra-office communication protocols ... Ability to travel to the Care Net annual conference and staff summit. Prepare trip folders and/or ...

Care Net

Executive Assistant

Lansdowne, VA · Hybrid

The Executive Assistant is responsible for developing intra-office communication protocols ... Ability to travel to the Care Net annual conference and staff summit. Prepare trip folders and/or ...

Carenet Health

Executive Assistant

Leesburg, VA · On-site

The Executive Assistant is responsible for developing intra-office communication protocols ... Ability to travel to the Care Net annual conference and staff summit. Prepare trip folders and/or ...

CARE NET

Executive Assistant

Leesburg, VA · On-site

The Executive Assistant is responsible for developing intra-office communication protocols ... Ability to travel to the Care Net annual conference and staff summit. Prepare trip folders and/or ...

Hercules Industries, Inc.

Executive Assistant

Denver, CO · On-site

$62K - $88K/yr

The Executive Assistant provides high-level administrative, logistical, and coordination support ... Support planning and execution of the annual Sales Summit * Manage distribution and tracking of ...

Hercules Industries

Executive Assistant

Denver, CO · On-site

$62K - $88K/yr

The Executive Assistant provides high-level administrative, logistical, and coordination support ... Support planning and execution of the annual Sales Summit * Manage distribution and tracking of ...

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Summit Jobs Information

What is it like to work at Summit?

Summit is a company that values collaboration and innovation, fostering a dynamic and supportive work environment where employees can share ideas and expertise.

The company's structure is designed to encourage teamwork and open communication, with a flat organizational hierarchy and regular cross-functional meetings. Summit's mission is to develop cutting-edge technologies that drive positive change, and employees are encouraged to contribute to this mission through various projects and initiatives.

Working at Summit may appeal to candidates who are passionate about technology and social impact, as the company offers opportunities for professional growth, skill development, and collaboration with a diverse and talented team.
What are the most popular jobs at Summit?
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Infographic showing various Summit Executive Assistant job openings at Summit in the United States as of July 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 99% Physical, and 1% Remote job distribution.

Executive Assistant

Summit Solutions

Rancho Cucamonga, CA

$74K/yr

Full-time, Part-time

Posted yesterday

Job description

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.