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We're Hiring!!!

| February 20, 2019
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Business Specialist Position Available in our Maitland Office

Primary Functions

- Review and process new business paperwork in Docupace for principal approval
- Type and word‐process various documents and electronic information with high level of accuracy
- Manage, organize, and update relevant data using firm‐wide applications
- Prepare balance sheets, meeting agendas, charts, graphs and added services
- Monitor client account activity including dollar cost averaging activity
- Verify cash balances for systematic withdrawal programs
- Generate and review monthly available cash report
- New account paperwork, investment applications and account updates/changes
- Maintain organized Docupace and shredding protocol
- Process and log incoming checks
- Arrange and participate in meetings, conferences, and project team activities
- Managed special projects and assignments timely and efficiently
- Commit to CE and professional development to remain current in industry issues and technology, CRM upgrades, and financial planning software, including reports and analysis    preparation
- Ensure the mission statement, vision, and core values of the firm are incorporated into the duties and responsibilities of the position
- Foster an environment of open, honest, and timely communications
- Maintain a clean, organized, and professional workspace                                                                                                                                                                                                - Adhere to procedures relating to the proper use and care of equipment and materials for which the role has responsibility

Position Requirements

- Excellent written, verbal, and interpersonal communication skills as well as excellent active listening skills and speech clarity is required.
- Proficiency in Microsoft Office Suite of products, including Excel, Word, PowerPoint, and Outlook is required; experience in NetX360 and RedTail is preferred.
- Bachelor’s degree in business, communications, or related field is preferred.
- Excellent follow‐up and follow‐through capabilities
- Personable, approachable with a positive attitude
- Organized, meticulous, detail‐oriented, and able to multitask
- Able to interact well with sophisticated, high net worth clients and all employees
- Build and maintain relationships with Financial Advisors and their staff
- Able to exercise good judgment by recognizing urgency and setting priorities
- Professional attitude, demeanor, and appearance
- Able to work independently with good problem solving, mathematical and time management skills > Comfortable with public speaking
- High degree of confidentiality and latitude
- Proficient with Windows based software, including MS Word, Excel, PowerPoint
- Knowledge of Redtail, NetXPro and/or portfolio management software a plus
- 7+ years of experience in the financial services industry, preferably with an investment management or advisory firm
- Work experience that demonstrates interpersonal and teamwork skills


A passion for providing world-class client service
The ability to thrive in a collaborative team environment
A high level of self-motivation and drive with strong integrity and ethics
Excellent communication and interpersonal skills


If you are passionate about serving others, and believe that financial advisors can make a lasting difference in the lives of clients, Synergy Wealth Alliance may be the place for you. Please submit a cover letter, resume outlining your relevant experience, and three professional references to [email protected] and include "Business Specialist" in the subject line. 

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