Office Administrator
livenation
Office Administrator
summitfin· Operations
About this role
About Summit
Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations—and make our firm an even better place to work. We can help move your career from now to next.
Job Summary
The Office Administrator supports the firm by overseeing daily administrative tasks and supporting staff.
Duties and Responsibilities
The Office Administrator position will focus on the following areas:
- Support the receptionist in their absence
- Monitor and order office supplies
- Enter and maintain client data
- Communicate with building maintenance
- Assist with monthly client billing
- Manage firm wide calendars
- Deliver and track new client correspondence
- Onboard new clients
- Review Employment Manual
- Support the long-term strategic plan and vision of the firm
- Adhere to firm’s Core Values, Ground Rules, and Mission Statement
- Utilize skillset on one of our firm’s committees
- Be viewed as a team player by associates
- Treat all associates with a high level of respect
Qualifications
The Office Administrator position typically requires the following qualifications:
- Bachelor’s or Associates Degree from an accredited college or university
- Proficiency with Microsoft Office Word, Excel, and Outlook required
- Experience with CRM software
- Problem-solving ability, thoroughness, cautiousness, attention to detail
- Strong written and verbal communication skills
- Team player, professional, respectful in interactions with associates and clients
- Takes initiative to research and resolve issues
- Strict confidentiality of clients’ information is a must
- Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs
Salary and Benefits
Pay/benefits are competitive based on industry standards.
- Salary rate based on experience
- Bonus participation after one year with Summit
- Benefits include health insurance and 401(k) plan
Summit Financial Strategies, Inc. is an Equal Opportunity Employer
Frequently Asked Questions
Is the salary disclosed for the Office Administrator position at summitfin?
The salary for this Office Administrator role at summitfin is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Office Administrator position at summitfin located?
This Office Administrator role at summitfin is based in Columbus, Ohio, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Office Administrator role at summitfin full-time or part-time?
This is listed as a Full Time position. It is posted as a Office Administrator role in the Operations department at summitfin.
Which team or department does the Office Administrator at summitfin belong to?
This Office Administrator position is part of the Operations department at summitfin. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Office Administrator position at summitfin?
Click the "Apply Now" button on this page. You will be redirected to summitfin's official application portal hosted on bamboohr where you can submit your application directly.
When was the Office Administrator job at summitfin posted?
This Office Administrator position at summitfin was posted on Sep 29, 2026. Apply as soon as possible — early applications are often reviewed first.
Office Administrator
summitfin
You'll be redirected to summitfin's official application page on bamboohr.