We’re Hiring – Marketing Assistant and Executive Assistant Positions

July 23, 2018 | Category: Articles

Marketing Assistant

We’re currently seeking the ideal candidate to fill the role of part-time Marketing Assistant. The right person for the job will be highly creative, detail oriented, have a solid background in graphic design and social media marketing, and the ability to juggle multiple projects simultaneously and with good humor.

Qualifications and skills

-Proficient with Microsoft suite (Word, Excel, and PowerPoint)

-Basic knowledge of the Adobe suite (InDesign, Photoshop, illustrator) as well as WordPress

-Strong multi-tasking and problem-solving skills – ability to manage priorities, coordinate multiple/concurrent projects, demonstrate flexibility by adjusting readily to change, and meet deadlines

-Knowledgeable in social media marketing best practices for Facebook and LinkedIn 

-Excellent writing and editing skills

-Upbeat, positive attitude

-Bachelor’s degree in marketing, business or related field

In your role, you will assist with the following

-Content creation and design of marketing support materials and presentations

-Communicating with external service providers

-Creating and implementing firm social media campaigns

-Planning and executing events: client, charity and business development events as well as company events such as employee appreciation activities

-Managing the marketing component of the firm’s CRM (Customer Relationship Management) database 

-Creation and management of content for firm website through WordPress


Please send your cover letter, resume, and writing sample to:


Executive Assistant

We’re also looking for a full-time, high-caliber assistant for one of our top producing teams. In this role you will be the “gatekeeper” for the practice and interface with the advisors, clients, financial planning and new business departments. 

Your daily tasks will include, but are not limited to: calendar management, email review, making travel plans and scheduling client meetings/events, preparing all necessary paperwork and reports for client meetings, performing follow-up as required, updating client records in our CRM, eMoney and other systems as needed. You will also be responsible for taking and completing money movement requests for the practice.

In addition to the partnership within the practice team, you will be a part of a four-person Executive Assistant team where you will provide backup for one another.

What we are looking for

-Strong interpersonal, written and verbal communication skills

-Impeccable attention to detail

-Ability to multi-task while meeting deadlines

-Solid follow-up skills

-High level of proficiency with technology including MS Office and CRM’s

-Familiarity with NetX360, Laserfiche, Albridge Solutions, eMoney, or LaserApp is helpful

-Financial Services industry experience preferred

-Associate or bachelor’s degree preferred, or equivalent years of related experience

Please send your cover letter and resume to:


Why Summit Financial Group, LLC?

At Summit we have a strong commitment to our team and the clients who entrust us with their future. We encourage and promote the GROWTH mindset in that everyone (clients and team members) can have an abundant life by practicing gratitude and investing in one another and our community.

Our values are reflected in our competitive compensation and benefits package, as well as our progressive bonus program where employees share in the financial success of the firm, and in modeling the Abundance Mindset.

Highly motivated? Love to learn? Join our dynamic, forward-thinking group.


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