Executive Assistant

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).