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Synergy Investment Group Work Values

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Daily Duties at Synergy Investment Group:

· Responsible for overseeing day-to-day operations of branch ensuring compliance with regard to accepted industry standards. · Supervision of registered representatives. · Review new accounts for missing documentation and information and rectify omissions. · Main client contact for all aspects of account maintenance and querys including complaints, margin calls, wire requests, online access etc. · Execute and monitor client equity trades. · Prepare and review daily, weekly, monthly and annual branch reports such as P&L, commisions, trade blotters etc. · Facilitate annual compliance audit and implement recommendations. · Locate and cultivate new investment opportunities. · Responsible for overseeing day-to-day operations of branch ensuring compliance with regard to accepted industry standards. · Supervision of registered representatives. · Review new accounts for missing documentation and information and rectify omissions. · Main client contact for all aspects of account maintenance and querys including complaints, margin calls, wire requests, online access etc. · Execute and monitor client equity trades. · Prepare and review daily, weekly, monthly and annual branch reports such as P&L, commisions, trade blotters etc. · Facilitate annual compliance audit and implement recommendations. · Locate and cultivate new investment opportunities. · Responsible for overseeing day-to-day operations of branch ensuring compliance with regard to accepted industry standards. · Supervision of registered representatives. · Review new accounts for missing documentation and information and rectify omissions. · Main client contact for all aspects of account maintenance and querys including complaints, margin calls, wire requests, online access etc. · Execute and monitor client equity trades. · Prepare and review daily, weekly, monthly and annual branch reports such as P&L, commisions, trade blotters etc. · Facilitate annual compliance audit and implement recommendations. · Locate and cultivate new investment opportunities.


What they like about Synergy Investment Group:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.



Information about Synergy Investment Group


Company Rank: Not Available

Average length of employment : 18 years

Average salary of employees: $75,000

These are some of the questions we asked our climbers about their experiences with Synergy Investment Group:

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Were your performance expectations clearly communicated?

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Were you recognized for meeting or exceeding expectations?

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Did you feel like your personal contribution was important?

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Was your career path clearly outlined and discussed?

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I would recommend this as a place of employment.
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I believe in the purpose of this organization.
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I would work for this organization again.
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I feel employees are fairly compensated.
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