Administrative Assistant/Client Service Specialist

Company Description

Synergy Financial Advisors, located in Murray, UT, is a trusted provider of securities and advisory services through Commonwealth Financial Network, a Registered Investment Adviser and FINRA/SIPC member. The firm specializes in delivering tailored financial strategies to meet the unique goals of its clients while operating under strict regulatory standards. With a focus on maintaining professional excellence, Synergy Financial Advisors prioritizes client relationships and consistently adheres to industry best practices. The team operates with a commitment to ethics, transparency, and personalized service for clients in registered regions.

Role Description

This is a part-time on-site role for an Administrative Assistant/Client Service Specialist based in Murray, UT. Responsibilities include providing administrative support, scheduling & preparing for client appointments, maintaining files, drafting account forms & applications. The role also involves maintaining professional etiquette when interacting with clients in person and by phone, responding to inquiries, and providing information as needed.

Responsibilities include providing administrative support, scheduling & preparing for client appointments, maintaining files, drafting account forms & applications. The role also involves maintaining professional etiquette when interacting with clients in person and by phone, responding to inquiries, and providing information as needed.

Qualifications

• Outgoing, positive personality
• Professional oral/written communication skills
• Excellent organizational/follow up capabilities
• Detail oriented with good time management practices
• Proficiency in common office software tools and technologies
• Relevant experience in financial or professional services is a plus
• High school diploma or equivalent; additional certifications in administrative support are beneficial

Wage DOE