Admin Job Description

You are the go-to person people can rely on. Managing calendars, updating files, jumping from system to system, cutting through swaths of emails, you don’t thrive on boring days. You are not a clock-watcher and are willing to take on special projects and new challenges. You want to earn what you are worth and have a place you can grow. You don’t like being micromanaged, so you take ownership of the responsibilities you’re given.

• Client Service: Receive inbound calls/emails. Update/maintain CRM. Schedule follow-up meetings and manage regular client correspondence (CRM & Constant Contact).
• Business Processing: Oversee financial plan process, and enter basic client data in planning software (Emoney). Interact with insurance, investment, and annuity companies during all phases of client relationship.
• Administrative: Manage calendars and communications. Prepare/send quarterly reports. Support marketing efforts. Manage license renewals and CEC’s.

• 3-5+ years of administrative support experience in the financial services industry or a VERY SIMILAR environment.
• Strong technical/application skills including CRM (Red Tail preferred), MS Office suite, data entry experience, and the ability to learn new systems and programs.
• Attention to detail so exacting that you include a reference to Sherlock Holmes in your cover letter.
• Planning and organizational skills. You know how to organize a calendar and stay on top of multiple projects.
• Clear, concise, and professional verbal and written communication skills.
• A positive attitude and friendly demeanor – even when things get tough.
• The ability to see when someone needs to jump in to handle a project AND the willingness to be that person. (no job too small!)

This is a full-time, permanent employee position. Monday – Friday 8:30a-5p. Starting salary range is consummate to experience (with regular performance reviews).

Interested candidates that provide a cover letter and resume to contact@synthesiswealth.com will be considered for the next step in the hiring process.

No calls or walk-ins, please. We are an equal-opportunity employer.