Make a Great First Impression - Every Day
About Us:
At Synergy Wealth Solutions, we’re more than just a financial advisory firm—we’re a team of people who care about helping others achieve financial freedom. Whether it's individuals planning for retirement or businesses preparing for growth, we bring expertise, tools, and a personal touch to every interaction. We also believe in creating a work environment that’s welcoming, flexible, and empowering for our team.
The Role:
We’re looking for a Director of First Impressions—a friendly, reliable, and organized individual who will be the face and voice of our office. This part-time position is perfect for someone who enjoys greeting people, staying organized, and being the go-to person for keeping things running smoothly.
What You'll Do:
- Welcome guests with warmth and professionalism—helping everyone feel at ease as they walk through our doors.
- Answer and direct phone calls with a helpful and professional demeanor.
- Manage calendars and appointments, ensuring smooth scheduling for clients and team members.
- Support daily operations with clerical tasks like data entry, organizing documents, and basic office upkeep.
- Keep the reception area tidy, stocked, and ready to impress.
- Receive and distribute mail and packages to the appropriate team members.
- Assist with small projects or tasks—pitching in where needed to keep the office flowing.
- Provide top-notch customer service, answering basic questions and pointing people in the right direction.
Schedule:
This role is 20 hours a week with an opportunity to grow into a full-time position. There is some flexibility in scheduling and all hours worked would fall during normal business hours (8-5 Mon-Fri…no weekends or evenings!)
What Makes You a Great Fit:
- A natural people person with a friendly and professional demeanor
- Strong communication skills (both verbal and written)
- Organized and detail-oriented—you keep things neat and on track
- Comfortable using basic computer programs like Microsoft Office or Google Workspace
- Able to juggle a few things at once and keep cool under pressure
- Problem-solver who enjoys helping people
Why You'll Love It Here:
- Flexible part-time hours—perfect for someone looking for meaningful work without a full-time commitment
- Competitive pay
- Supportive team environment that values your contributions
- Opportunity to gain experience in customer service, office administration, and professional communication
- Collaborative and inclusive culture where everyone is welcome
Interested?
We’d love to meet you! If you're someone who takes pride in creating a great first impression and enjoys being a key part of a friendly, professional team, this could be the perfect role for you.
Apply by: 8/31/2025 Please send your resume and a brief note telling us why you’d be a great fit.
Synergy Wealth Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
