Insurance and Investment Implementation Specialist

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 Youll 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

What Were Looking For

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

Preferred (but not required)

• 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)

Why Youll Like Working Here:

• Competitive pay: $48000$70000 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