Executive Assistant
About The Position
About 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 Handle confidential information with care and professionalism What We're Looking For:
Requirements
- 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
- Professional, dependable, and detail-oriented
Nice To Haves
- Experience in financial services or a professional services environment
- Life and Health insurance license (or willingness to obtain)
Responsibilities
- 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
- Handle confidential information with care and professionalism
Benefits
- 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
- 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).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
