Administrative Assistant

About Stratos

Stratos provides advisors and their clients with a diverse wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge-level service. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and objectives commonly found in most large brokerage firms and investment banks.

Why Join Stratos?

We take a team approach to providing a combination of big-picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship.  We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.

We are seeking a dynamic and experienced Administrative Assistant to join our team. Working directly with the lead financial advisor, you will play a crucial role in ensuring the highest level of satisfaction and support for our clients. You will be responsible for providing best-in-class service to our clients, processing daily client service operational tasks, and implementing strategies to enhance the client experience.

This position is full-time but we will entertain possible part-time or flexible scheduling for the right candidate.

Responsibilities:

• Support the lead Financial Advisor by serving as the primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns in a timely and professional manner.

• Proactively identify opportunities to add value to client relationships and enhance their overall experience.

• Oversee client onboarding processes, ensuring a smooth transition and integration of new clients into our services.

• Monitor client satisfaction and feedback, implementing improvements and adjustments as necessary.

• Stay updated on industry trends, regulations, and best practices to continuously improve client service offerings.

• Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions.

Qualifications:

• 3+ years’ experience as an Administrative Assistant.

• Proven track record of building and maintaining strong client relationships.

• Excellent communication, interpersonal, and problem-solving skills.

• Strong leadership abilities with the capacity to motivate and mentor team members.