Hybrid Director of First Impressions at Synergy Wealth Solutions

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.