Director of Operations

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

• Prioritizing tasks efficiently
• Keeping schedules and appointments well-organized
• Handling multiple tasks without losing track of deadlines
• Clear and concise verbal and written communication
• Active listening and understanding of needs
• Anticipating potential problems and addressing them before they escalate
• Flexibility in handling different tasks or changes in priorities
• Comfort in adjusting to new systems, tools, or work environments
• Familiarity with common software (email, calendars, spreadsheets, etc.)
• Handling sensitive information responsibly and maintaining privacy
• Building trust through a professional and ethical approach
  
  

Why Synergy Wealth Solutions?

• Competitive salary
• Opportunities for professional development and growth
• Collaborative and inclusive work culture
• Flexible work environment
  
  

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.