Office Administrator

Job overview

The Office Administrator role is onsite in Columbus, OH. Compensation is not specified; the posting describes pay and benefits as competitive and salary as based on experience. Summit Financial Strategies is an independent, fee-only wealth management firm serving more than 900 families. The administrator supports daily office operations and staff, helping maintain organized client records, coordinate communications and calendars, and support client onboarding and billing. The work contributes to the firm’s service delivery and operational goals.

What you'll do

• Provide receptionist coverage when needed
• 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 the employment manual
• support the firm’s strategic plan
• participate in a firm committee
• maintain confidentiality of client information.

What we're looking for

Skills & competencies

office administrator

administrative support

client data

client onboarding

billing support

calendar management

office supplies

columbus oh

summit financial strategies

wealth management

health insurance

401(k)

bonus participation

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, 401(k), and bonus participation after one year with Summit.

Why this role

The posting lists health insurance and a 401(k) plan, with bonus participation after one year.

About the employer

Summit Financial Strategies is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.