What are the responsibilities and job description for the Executive Assistant position at Executive Advantage, LLC?
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
What We're Looking For:
Required
- 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).
Salary : $48,000 - $70,000