Executive Assistant
2 days ago
Columbia
Job DescriptionAbout the Role: Synergy Wealth Solutions is looking for a reliable, detail-oriented Executive Assistant to support a team of top financial advisors in our Columbia, Missouri office. This is a key role for someone who enjoys staying organized, keeping things running smoothly, and being a trusted right hand in a professional office environment. If you’re proactive, polished, and enjoy supporting others so they can do their best work, this could be a great fit! What You'll Do: • Provide day-to-day administrative support to a senior financial advisors, • Manage calendars, appointments, and meeting scheduling, • Prepare documents, reports, and client materials, • Serve as a professional point of contact for clients, • Keep client files and records accurate and organized, • Assist with application processing and internal follow-up, • Coordinate with internal teams to keep tasks moving forward, • Prior administrative or executive assistant experience, • Strong organizational and time-management skills, • Excellent written and verbal communication skills, • Ability to manage multiple priorities in a fast-paced office, • Experience in financial services or a professional services environment, • Life and Health insurance license (or willingness to obtain)Why You'll Like Working Here:, • Competitive pay: $48,000–$70,000 per year, • Stable, in-office role with a consistent schedule, • Work closely with a high-performing advisors in a growing firm, • Clear expectations and meaningful responsibilities Perks: • Please list anything that makes working for your company unique or special - i.e. Can people work from home, do you offer special benefits (company car, expense account, stock options, etc).