Operations Coordinator - Grove City - Stratos Wealth Partners

    Stratos Wealth Partners
    Stratos Wealth Partners Grove City

    1 week ago

    Description
    Department: Operations / Client Service
    Reports To: Operations Manager
    Status: Full-Time, in-person
    Work Hours: Monday - Friday 9 am - 5 pm
    Location: Sewickley, PA
    Position Summary
    The Operations Coordinator plays a critical role in supporting the Operations Manager and the growing Financial Planning team, comprising 5 advisors and 1 paraplanner/trader, by ensuring smooth daily operations, exceptional client service, and accurate administrative execution. This individual will assist with client communications, account processing, meeting preparation, mailings, and data entry, while serving as a key operational support resource for Financial Planners and the Paraplanner.
    The ideal candidate is detail-oriented, organized, tech-savvy, and comfortable handling multiple priorities in a fast-paced financial services environment.
    Key Responsibilities
    Operations & Client Service Support
    • Support the Operations Manager with day-to-day operational tasks.
    • Answer incoming phone calls and direct inquiries appropriately.
    • Schedule client and prospect meetings for Financial Planners.
    • Open and process investment accounts accurately and promptly.
    • Prepare, mail, and track client documents and insurance applications.
    • Troubleshoot basic office equipment issues (e.g., printer, scanners).
    • Maintain accurate client records within CRM and custodial systems.
    • Calculating & monitoring client required minimum distributions.
    • Other duties as assigned.
    Financial Planner Support
    • Prepare meeting files and materials for client and prospect meetings.
    • Schedule terminated and active 401(k) participants to meet with Financial Planners.
    • Coordinate and mail compliance-approved letters to 401(k) participants.
    • Assist with client follow-ups and meeting logistics as needed.
    Paraplanner Support
    • Provide surplus data entry support, including plan updates.
    • Assist with the preparation of planning data and internal reports as requested.
    Systems & Technology
    • Utilize CRM systems to track client interactions and workflows.
    • Proficiently use Microsoft Office Suite (Outlook, Word, Excel).
    • Maintain organized digital and physical filing systems.
    Qualifications
    Education
    • Associate's or Bachelor's degree preferred (Business, Finance, Administration, or related field).
    • Equivalent experience in financial services or office operations will be considered.
    Experience
    • 1-3 years of experience in financial services, office administration, or client service preferred.
    • Experience supporting advisors, planners, or operations teams is a plus.
    Skills & Competencies
    • 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).
    • Ability to work independently and collaboratively within a team environment.
    Salary Range & Benefits
    • Salary Range: $30,000 - $40,000 annually, depending on experience and qualifications.
    • Bonus eligibility may be available based on Team performance.
    • Benefits include health insurance stipend/reimbursement, retirement plan, paid time off, and professional development opportunities.

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