Overview
Synchrony Wealth is looking for a sharp, driven, highly organized person who wants more than just an office job.
We don't need someone to simply answer phones and complete tasks. We need someone who will take exceptional care of our clients, solve problems, keep our team organized, and help Synchrony Wealth move faster. If you're hungry, resourceful, and ready to prove what you can do, we want to meet you.
You Might Be The Right Fit If:
- You're obsessed with details and getting things done right.
- You anticipate what needs to happen instead of waiting to be told.
- You're great with people, technology, organization, and follow-through.
- You thrive in a fast-moving environment and take ownership.
- When something needs to get done, you figure it out.
- You're ambitious and want an opportunity to grow and advance.
Responsibilities
- Manage front desk operations, greeting visitors and directing them appropriately with professional phone etiquette.
- Comfortable with technology. Client CRMs, Excel spreadsheets and other Office tools.
- Assist with calendar management, scheduling appointments, meetings, and coordinating personal assistant duties when required.
- Handle confidential information with discretion while providing excellent customer service and client communication.
Skills
- Proficiency in Microsoft Office Suite and strong computer literacy.
- Excellent organizational skills with the ability to multitask effectively in a fast-paced environment.
- Exceptional phone communication skills with a focus on professionalism and phone etiquette.
- Proven ability to handle confidential information responsibly while delivering outstanding customer support.
- Prior office experience combined with time management skills to prioritize tasks efficiently.
Join us as an Office Specialist and become an essential part of a vibrant team dedicated to operational excellence! Your proactive attitude and meticulous approach will help us deliver top-tier service while fostering a positive work environment for everyone.
Pay: From $48,000.00 per year
Work Location: In person
