Job Description:
At Synergy Wealth Management we offer a full range of investment and financial services. We are looking for an Office Manager/Administrative Assistant help provide excellent service to our clients. The Office Manager/Administrative Assistant will be responsible for general administrative duties as well as some basic client paperwork. This person should be extremely organized and willing to learn.
DUTIES AND RESPONSIBILITIES
Office Manager:
· General administrative tasks such as greeting clients, answering phones, checking mail
· Maintains office operations by ordering supplies, coordinating with contractors and vendors, and sending staff memorandums
· Supports the Financial Professionals by scheduling meetings, routing client communication, and completing minor paperwork when necessary
· Maintains the branch office logs to ensure the office remains compliant
· Contributes to team effort by showing initiative and bringing new ideas to the table
Client Services:
- Processing and monitoring client requests and alerts on client accounts within our internal system
- Assists Financial Professionals with new clients and new accounts by generating paperwork and following up as they move through the new account process
- Processing money movement transactions such as rollovers, transfers, and distributions
- Prepare financial reports, meeting agendas, and other information for client meetings
- Create process and procedures as it pertains to Client Service activities within our office
- Various other tasks and projects as assigned by the Financial Professionals
QUALIFACTIONS
Education and/or Experience:
- Two or more years of industry experience preferred
- High School Diploma/Equivalency required
- College degree in business/finance preferred
Knowledge/Skills
- Self-motivated and able to prioritize tasks
- Detail oriented with superior organizational skills
- Strong computer skills and knowledge of Microsoft Office products
- Ability to collaborate with others and enjoys working in a team environment
- Ability to work in a fast-paced, evolving environment
- Knowledge of financial services industry and products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts (preferred but not required)
What we offer:
· Annual Salary: $45,000 - $55,000 will be commensurate with experience
· Medical insurance (including health, dental, and vision)
- Paid time off (including vacation and sick leave)
- Paid parental leave after one-year of employment
- Retirement plan with match
Schedule:
- Must be able to work Monday to Friday / 9:00am - 5:00pm CST
- Please note this is an IN-PERSON position and will be expected to be physically in the office during work hours.
- Flexible schedule is available after a certain length of employment and dependent on office coverage
Ability to commute/relocate:
- Houston, TX 77024: Reliably commute or planning to relocate before starting work (Required)
How to Apply:
Please fill out an online application: https://forms.monday.com/forms/7890ffd8d88edbddc2c4151f98ce3f49?r=use1
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
- No weekends
Experience:
- Administrative experience: 3 years (Preferred)
Ability to Commute:
- Houston, TX 77024 (Required)
Ability to Relocate:
- Houston, TX 77024: Relocate before starting work (Required)
Work Location: In person