STRATOS · 16 hours ago
Operations Associate
Holladay, Utah, United States
Full-time
Onsite
Mid Level
$55K/yr - $85K/yr
3+ years expSTRATOS is a financial planning firm that focuses on achieving client outcomes through a unique approach. They are seeking an organized and proactive Operations Associate to support daily operations, enhance client engagement, and contribute to business growth.
ConsultingFinancial Services
Responsibilities
Process day-to-day office operational tasks to ensure efficiency and smooth workflow
Manage client onboarding processes, document preparation, and data entry
Coordinate scheduling, meetings, and follow-ups for advisors and clients
Maintain compliance with financial regulations and company policies
Assist in handling client inquiries and service requests
Qualification
Required
Bachelor's degree in business, finance, or a related field preferred
3+ years of experience in operations, marketing, or administrative roles (financial services experience a plus)
FINRA Series 7/66 required
Strong organizational and multitasking abilities with attention to detail
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software
Ability to work independently and collaboratively in a fast-paced environment
Benefits
Competitive salary and benefits package.
Professional development and career growth opportunities.
A supportive and team-oriented work culture.
Company
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Emigrant Partners
2020-04-02Corporate Round
Leadership Team
Jeff Concepcion
Founder and CEO
Recent News
2025-10-09
2025-09-29
2025-06-30
Company data provided by crunchbase