What are the responsibilities and job description for the Insurance and Investment Implementation Specialist position at Capstone Financial, LLC?
About The Role
Synergy Wealth Solutions is seeking a highly organized, detail-oriented Insurance and Investment Implementation Specialist to support the operational execution of client financial strategies in our Columbia, Missouri office.
This role is ideal for someone who thrives in a fast-paced professional environment, enjoys managing workflows and processes, and takes pride in ensuring a seamless client and advisor experience. Rather than serving strictly in an assistant capacity, this position plays a central role in coordinating operations, managing implementation tasks, and helping keep the business running efficiently.
The right candidate is proactive, dependable, and able to manage multiple priorities while maintaining a high level of accuracy and professionalism.
What You'll Do
Required
Synergy Wealth Solutions is seeking a highly organized, detail-oriented Insurance and Investment Implementation Specialist to support the operational execution of client financial strategies in our Columbia, Missouri office.
This role is ideal for someone who thrives in a fast-paced professional environment, enjoys managing workflows and processes, and takes pride in ensuring a seamless client and advisor experience. Rather than serving strictly in an assistant capacity, this position plays a central role in coordinating operations, managing implementation tasks, and helping keep the business running efficiently.
The right candidate is proactive, dependable, and able to manage multiple priorities while maintaining a high level of accuracy and professionalism.
What You'll Do
- Manage the implementation process for insurance and investment business from submission through completion
- Coordinate with advisors, clients, carriers, custodians, and internal teams to keep cases and account workflows moving forward
- Monitor outstanding requirements, follow up on pending items, and proactively resolve operational issues
- Prepare and review client paperwork, account forms, reports, and other documentation for accuracy and completeness
- Maintain organized and compliant client records and internal tracking systems
- Serve as a professional point of contact for clients regarding operational and service-related requests
- Assist with scheduling, workflow coordination, and operational support for advisors and leadership
- Help improve internal processes and contribute to operational efficiency across the office
- Handle confidential financial and client information with discretion and professionalism
Required
- Prior experience in operations, administrative coordination, client service, or office management
- Strong organizational and time management skills
- Excellent written and verbal communication abilities
- Ability to manage multiple priorities and deadlines with strong attention to detail
- Professional, dependable, and solution-oriented mindset
- Experience in financial services, insurance, banking, or a professional services environment
- Familiarity with insurance or investment account processing workflows
- Life and Health insurance license (or willingness to obtain)
- Competitive pay: $48,000–$70,000 per year
- Stable, in-office role with a consistent schedule
- Opportunity to play a key operational role within a growing firm
- Collaborative, professional team environment
- Meaningful responsibilities with opportunities for growth and development
- Work directly with experienced financial professionals serving clients at a high level
Salary : $48,000 - $70,000