Operations Coordinator
StratosPennsylvania, United States
Posted September 10, 2025
30000 - 40000 USD
Full Time
About the Company
Stratos, headquartered in Beachwood, Ohio, is a partner‑owned financial services firm that empowers more than 400 independent advisors across the United States. By offering a full suite of operational, strategic, and revenue‑generating resources—including a dedicated concierge team, advanced technology platforms, and a growing network of product partners—Stratos enables advisors to build and scale their own practices with flexibility and reliability. The firm specializes in financial planning, retirement planning, and wealth management, delivering customized solutions that enhance client outcomes. Stratos’ unique combination of independent ownership, comprehensive support infrastructure, and continuous innovation distinguishes it as a trusted partner for advisors seeking to grow their businesses while maintaining a client‑centric focus.
Job Description
The Operations Coordinator plays a critical role in supporting the Operations Manager and the growing Financial Planning team by ensuring smooth daily operations, exceptional client service, and accurate administrative execution.
Requirements
- Associate’s or Bachelor’s degree in Business, Finance, Administration, or related field
- 1–3 years of experience in financial services, office administration, or client service
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and deadlines efficiently
- Comfortable handling confidential client information
- Proficient with Microsoft Office Suite
- Experience with CRM systems (Redtail, preferred)
Benefits
- Health insurance stipend/reimbursement
- Retirement plan
- Paid time off
- Professional development opportunities
