Operations and Engagement Lead

3 weeks ago

Reston, Virginia, United States Summit Hill Wealth Management Full time

About Us

We are a boutique financial advisory firm that serves high-net-worth families of faith with at least $2 million in investment assets. Our clients rely on us for comprehensive wealth management, including retirement planning, insurance, portfolio management, tax strategy, and estate planning. We believe in building strong, trusting relationships with our clients to help them feel secure and enjoy their lives. Our values are centered on honesty, excellence, fun, and love for our community. If you thrive in a dynamic environment where integrity and excellence come first, we'd love to meet you.

Position Overview

We are looking for a full-time Operations and Engagement Lead to join our team. This role is integral to the smooth functioning of our office and our clients' experiences. You'll be responsible for office administration, compliance administration, scheduling, and marketing coordination. If you are highly organized, love interacting with people, and are energized by managing multiple tasks, this position could be a great fit for you.

Key Responsibilities

  • Compliance Administration: Help prepare reports for the Chief Compliance officer and complete compliance related tasks
  • Meeting Preparation: Prepare and organize materials for client meetings, ensuring our team is fully equipped to deliver excellent service.
  • Client Engagement: Greet clients warmly as they arrive for meetings and ensure they feel comfortable and welcome.
  • Scheduling: Coordinate and schedule client and partner meetings, balancing priorities and deadlines.
  • Marketing Administration: Support our marketing efforts by posting social media messages and other materials created by our team.
  • Reporting: Prepare reports for firm management, providing clear, actionable insights on business performance and client metrics.
  • Project Management: Keep track of multiple tasks and deadlines, ensuring nothing falls through the cracks and that we maintain our high standards.
  • Office Administration: Ensure efficient and effective office operations and procedures; handle incoming and outgoing correspondence, including emails, phone calls, and mail.

What We're Looking For

  • Proven experience in an office or administrative role, ideally in a professional services environment.
  • Strong organizational skills with the ability to manage multiple projects simultaneously.
  • Detail-oriented and committed to excellence in every task.
  • Comfortable interacting with clients and colleagues at all levels with professionalism, warmth, and a sense of humor.
  • Self-motivated and able to work independently, exercising discretion in how tasks are completed.
  • Energized by balancing multiple responsibilities and keeping operations running smoothly.
  • Enthusiastic about our values of honesty, excellence, having fun, and caring for others.

Why You'll Love Working Here

  • You'll be part of a team that values integrity, excellence, and camaraderie.
  • Every day is different – you'll thrive in an environment where you can take ownership of tasks and see your impact.
  • We foster a collaborative and supportive work culture where we love what we do and enjoy working together.
  • Competitive compensation and benefits.

If you're passionate about helping people and ensuring that an office runs smoothly, and you align with our core values, we want to hear from you. Mediocre need not apply – we're looking for a high-performer who loves to exceed expectations and enjoys being part of a winning team.

Education, Knowledge & Skills:

· Bachelor's Degree preferred

· Minimum 5-7 years' work experience preferred

· Proficiency in Microsoft Word, Excel & PowerPoint

· Strong computer skills: ability to quickly learn new software

· Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems

· Superior interpersonal, organizational and client service skills; work effectively in a highly collaborative team environment

· Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change

· Intellectual curiosity and a sense of humor

Total Annual Compensation and Projected Benefits:

· Salary: $65,000 - $80,000

· 401(k) plan with Employer match

· Employee Medical Insurance

· Employee Dental & Vision Insurance

· Annual bonus based on personal and firm performance

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