Insurance and Investment Implementation Specialist

Job Description

Job Description

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.

• 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

• 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

• 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)

• Competitive pay: $48,000–$70,000 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