Job Description
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 Required What We're Looking For: 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 Preferred (but Not Required) 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).