What are the responsibilities and job description for the Administrative Assistant position at Synergy Wealth Solutions?
Job Description
Job Description
About Us : Synergy Wealth Solutions is a leading financial advisory firm that combines personalized service with cutting-edge tools and strategies to help individuals and businesses build, protect, and grow their wealth. We pride ourselves on fostering a collaborative and supportive environment where our employees can thrive, grow, and make an impact.
Job Description : We are looking for a Director of Operations to join our team. This role is ideal for a detail-oriented professional with high follow thru. The successful candidate will be responsible for assisting with..
Key Responsibilities :
- Client Relationship Experience
- Calendar Management
- Case Preparation
- Calling and scheduling client reviews
What We’re Looking For :
Why Synergy Wealth Solutions?
How to Apply : If you are a passionate, motivated individual looking to make a difference in the financial services industry, we’d love to hear from you! Please send your resume outlining your qualifications and why you would be a great fit for the role.
Deadline : 2 / 25 / 2025
Synergy Wealth Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
